A solid suite of templates is absolutely key in ensuring advice is clearly documented and consistent across the whole company.
However, building and maintaining them can be a full-time job in itself. Each firm has its own preferences in report layout and style, as well as content depth (plus endless debates over just how much goes into appendices!) and so we have designed a service to provide you with beautiful, bespoke templates that reflect you, your ethos and your clients.
We start at a high level, looking at what is a regulatory requirement. And then we move into your firm preferences, tailoring the report structure to match your approach to advice documenting. Your branding will then be applied, ensuring the output is consistent with all other communications from your firm.
Each template is priced on a fixed fee basis, and we can also offer an update service to ensure they remain reflective of the current rules. Furthermore, we can provide a range of tailored inserts to provide standardised wording where relevant. You simply select as much or as little as you need from us.
Providing client reports built from a well designed set of templates can mean:
Sounds good, right? We have a range of bundles, packages and individual reports available, so simply choose what templates you need below to get started.
Once you have picked your templates, we will send you a questionnaire so we can understand your preferences. Next you will have a meeting with our Techspert to discuss your needs in more detail, who will then get to work building your beautiful new templates. So, what are you waiting for? Click the button below to see all of our report options, or scroll down to see our most popular bundles and packages.
Take a look at our bestselling bundles.
Like to mix it up? Our most popular packages are:
“We were struggling to find a one stop shop for our report writing needs and were looking for an affordable solution. The team at The Verve Group more than delivered. Hayley managed the process from start to finish and very little work was needed from us.
We saw an immediate impact with clients commenting on how nice and easy the reports were to understand. The team took the time to understand who we are as a company and how we like to serve our clients. They gave us a few amazing templates to choose from, and allowed us to tweak the chosen template to our liking.
We wholeheartedly recommend The Verve Groups template service to everyone we know.”
Independent Financial Adviser, KWL Wealth
The Next Chapter
20 years after suitability reports were first introduced and 15 years after they were assessed for benefit and impact, do we have any better handle on them? From speaking to firms and seeing the demand for both our paraplanning service and our template creation service, the answer appears to be a resounding no. There is still a huge amount of confusion and contradiction on what is and isn’t a requirement in suitability letters and reports, and this is exactly what this guide is for.
Want to know more about our template creation service and how it can work for you?
Just pick your region below to book a chat and we’ll be happy to help.
Get in touch to know more about this service