Do right by your customers and grow your business – we’ll take care of the paperwork.

We understand the connection between providing an exemplary customer experience and growing customer relationships in order to retain loyalty. But in order to do this you need time to focus on what matters rather than admin tasks. While you can’t outsource your regulatory responsibilities, we can make life easier through our paraplanning suitability report writing service.

We’ve been reviewing suitability for two decades, so you can trust we know what good looks like.

What we do

We work as an extension of your existing paraplanning team, taking on responsibilities in line with your needs. We use our insight and expertise to create suitability reports for a range of complex products, and can also cover your other paraplanning requirements.

Our paraplanning team can grow to meet your needs. We can seamlessly undertake your monthly overflow requirements during peak periods, ensuring positive customer outcomes.

Best of all, our paraplanning team is completely in-house, locked down and quality assured. So, you can be sure of quality and service consistency.