Reports are presented in your preferred style. Template reports can be provided. I will deliver a bespoke service to meet your individual needs.
The following process will typically be followed:
1 ESTABLISH YOUR REQUIREMENTS
A no obligation initial discussion or meeting is scheduled. I understand that each advisor is different with their own unique process and style of presentation. Therefore, I will take the necessary time to understand your requirements and preferences. Once established the agreed upon and required services are tailored to meet your needs accordingly.
2 AGREE PRICE & TIMESCALES
The next step will be to determine the cost for the services you require. Timescales for completion are also agreed at this stage. I understand that you may be working to tight deadlines and where possible my service is fully adaptable to meet them.
3 SHARE CLIENT INFORMATION
You provide me with a copy of the relevant client file and information. This would normally include information such as the Fact Find, Supplementary Questionnaires, Meeting Notes and Existing Portfolio Statements. I am fully adaptable to using a secure file sharing option of your preference.
4 INITIAL REVIEW
The client file provided is assessed initially. My aim is to provide you with the best possible casework to support your recommendations. I will contact you to confirm whether there is any additional information required that may be beneficial. Confirmation will then be provided once my research has commenced.
5 PRODUCE FIRST DRAFTS
My research and analysis carried out along with any additional reports will be send back to you or uploaded to the secure file storage system. This will then be discussed with you to agree and enable your recommendations. I will make any amendments you desire and carry out any alternative research where necessary.
6 PRODUCE FINAL REPORT
The requested reports will follow your preferred format as agreed. I am adaptable to your preferences and style of report writing. I am willing to work in the CRM system of your choosing.
7 COMPLETED CASE WORK PROVIDED
The templates, research and copies of all your client’s detail and portfolio will be send back to you and deleted from any storage on my side other than your chosen CRM system or tools. The reports and documents will be provided in fully editable documents. Once you have reviewed the work I am fully flexible in completing any follow-up work, where you feel this may be necessary.