Suitability reports, product and fund research for UK financial advisers, prepared around your case scope and templates. ParaPlanDan supports occasional cases, busy periods and ongoing report preparation.
Outsourced suitability report writing for new business and reviews, including research, analysis and document preparation. You receive a draft report for your review, with changes incorporated to fit your firm's requirements.
Research and analysis to support your advice process, whether you need help with a report or a specific research question. We use CashCalc, Defaqto and FE Analytics in-house.
Report and research support covers personal, workplace and SIPP pensions, ISAs, GIAs and onshore bonds, pension and investment annual reviews, and protection reports.
Defined benefit pensions, Small Self Administered Schemes, offshore bonds and trust investments are outside our service scope.
Tell us the work you need, the case information available and any research questions. Share your report template or required format. We can work with your firm's systems where you provide the required access.
We aim to check your file within two working days. Once the file check is successful, we aim to provide your draft report within a further four working days. Timing depends on the complexity of the case and the information provided.
See how the process works for submissions, review stages and flexible engagement.
Dan holds a Level 4 Diploma in Regulated Financial Planning and has six years’ paraplanning experience, gained in outsourced and in-house roles.
Yes. Ad-hoc research is available alongside report-writing support. See the current fee guide for research and report prices. Additional services are priced separately according to the scope of work.
Work is tailored to your firm's templates, style and compliance framework. Drafts are provided for your review, with changes incorporated. If you do not have your own template, reports can be tailored with your company branding.
