How I work

I can work to meet your requirements, however I tend to work in 4 simple stages:

Stage 1

You provide the relevant documents in order for me to work on the case, this includes: FactFind, Meeting Notes, Risk Profiling Questionnaire, Existing Scheme Information, the Advice Given with reasoning and Illustrations for the recommended products.

I can then go through this information and start building your report.

Stage 2

I will look though the documents provided and produce a high quality report with supporting documentation such as SelectAPension reports, CashFlows and research notes.

My turnaround time can vary, but is normally under 5 working days, however I aim to be flexible to suit your needs.

Stage 3

I will upload the report and supporting documentation back onto the secure portal for you to save onto your systems.

Stage 4

You can review the documents provided, and if you wish for me to make any changes, send me a message and this will be completed and re-uploaded to the portal.