Our Services

Our pre-advice reports are designed to enhance the sales process. They are prepared to a very high standard and specifically for your client.

Pre-Advice Reports

Our Investment Reports provide a structured approach to any investment strategy. They are tailored to reflect your preferred investment philosophy and investment platform, and can incorporate financial planning aspects, tax/estate planning and strategic asset allocation models.

The Truth™About Money Financial Planning reports tell your clients what they really want to know about money and motivate them to take action.

Retirement Options Reports provide your clients with an overview of their options and can include specific recommendations about the most suitable method of retirement, product provider and investment strategy.

Inheritance Tax Planning Reports cover the various IHT mitigation and estate planning strategies that are available and presented as either a generic report or specific recommendation.

Pension Transfer Reports incorporate a transfer comparison analysis, recommendations and investment strategy.

Investment Review Reports are tailored to your specific requirements and can include Market Overviews, Portfolio Performance, Asset Allocation Analysis and rebalancing recommendations.

Other Services

Asset Allocation Models and Portfolio Recommendations are available as stand-alone research or incorporated within our investment report structure.

Suitability Letters covering all regulated sales.

We are also happy to discuss any consultancy or development requirements that you may have and construct a tailor made solution for your business.

For our Menu of Fees, please click here.