Outsource your suitability reports and free yourself to improve your productivity and improve your profitability.
I am sure that the money spent on employing my services will come back to your many times over, and you'll feel much better not having to write the reports!
If you would like further information, please contact me.
Anthony Heather is an IFA with compliance experience, so can create suitability reports which both meet compliance requirements and are drafted in a client friendly style
If you are not completing all your suitability letters, you are leaving yourself open to future problems.
Our increasingly litigious society, coupled with the "nothing to lose" complaints process means the suitability letter and compliance documentation has never been more important. Control your "complaints risk" by improving your suitability letters.
Delegating drafting of suitability reports will free up your time. Our fees are very likely to be more than offset by the fees/income you can generate with the time saved.
AJH Paraplanning can work on either a fixed cost or hourly charging basis.
35 Mayfield Avenue
029 2021 7224