Our Philosophy

We believe that it’s our strong company philosophy that keeps clients coming back to us with repeat business. Our values are simple:

  • We aim to produce all work to the highest quality.
  • We build long-term working relationships with our select group of clients.
  • We do not use report writing software.
  • Our reports are clear, consistent, succinct and based on what we believe to be industry ‘best practice’.
  • Our work is accurate and on time.

Please view our client testimonials page to see what existing clients have to say.

Our Suitability Reports are:

  • Highly personalised.
  • Thorough, but concise.
  • Accurate.
  • Attractively presented.

You purchase only the services you need, from stand alone report writing to complete ‘start to finish’ paraplanning (data gathering, research, report writing).

We pride ourselves on the quality and accuracy of our work.

We can adopt your company style or use our own clear and professional format. Our letters are compiled by human beings, not software. We believe that compliant reports should be jargon free and no longer than is really necessary; client friendly and relevant throughout. Each report will be highly personalised, showing not only how well you know your client, but that you value them too.

Because we are a team, you won’t find that work sometimes ceases because your paraplanner is ill or on holiday.