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The following process will typically be followed where the agreed services include full research and the provision of your suitability report.

01

Establish your requirements

We offer a full and without obligation initial discussion. We understand that each firm is different with its own unique process and style of presentation. Therefore, we take as much time as necessary to understand your requirements and preferences. Once established our proposed services are tailored to meet these accordingly.

02

AGREE PRICE & TIMESCALES

Agree on a cost with you for the casework to be undertaken. A sample menu showing our costs is available upon request. Timescales for completion are also agreed at this stage. We understand that you may be working to tight deadlines and where possible our service is fully adaptable to meet them.

03

Share client file

You provide us with a copy of your client file. This would normally include the Fact Find, Supplementary Questionnaires, Meeting Notes, ATRQ and existing Portfolio Statements. We use Dropbox to share the client file securely, however, are fully adaptable to using a secure choice of your preference. Once uploaded we will contact you to confirm receipt.

04

Initial Review 

The client file provided is assessed initially. Our aim is to provide you with the best possible casework to support your recommendations. We will contact you to confirm whether there is any additional information we feel may be beneficial. Confirmation will then be provided once our research has commenced.

05

Produce Research

Research and analysis carried out and uploaded to the secure file storage system. This will then be discussed with you to agree and enable your recommendations. We will make any amendments you desire and carry out any alternative research where necessary. Once agreed we will confirm that we are starting to write the suitability report.

06

Produce Suitability Report

The suitability report will follow your preferred format as agreed. We use Genovo for our report templates, however, we are fully adaptable to your preferences and style of report writing. We will also format and provide all relevant enclosures together with the report.

07

Completed Case Work Provided

The completed casework is uploaded to the secure file storage system. The suitability report will be provided as a fully editable word document. Once you have reviewed the casework we are fully flexible in completing any follow-up work, where you feel this may be necessary.

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