Suitability Reports
Clear and concise reports (using your company templates if required) showing full aims and objectives along with clear recommendations.
Pre-Sales Reports
Reports giving full overview and selection of recommendations for your client.
Product Research
Up to date knowledge of current products including specialist providers.
Full Fund Research
Full fund analysis and portfolio reviews in order to facilitate client reviews.
Platform Services
Providing full knowledge of many Platforms to help submit and review business on Platforms.
Analysis of existing plans
Undertaking reviews of clients existing plans including risk analysis and making recommendations as to suitability.
Due Diligence
Conducting Due Dilligence research into your chosen Platforms or Providers.
Quotation comparisons using online portals
Looking at Whole of Market analysis to ensure that your client’s needs are being met.
Illustrations
Full range of illustrations provided including charts of alternative options.
Submission of online applications
Ensuring applications progress through underwriting in order to complete and go on risk as soon as possible.
Compliance
Liaising with your Compliance services to ensure all work meets FCA standards.
Client Liason service
Ensuring clients are kept up to date with progress at all times.