top of page
A Simple Process
All reports have a maximum 10 day turnaround time
1
2
3
Upload your documents to a GDPR compliant secure website only you can access. These include anything relevant such as a factfind, the advice given, meeting notes and existing policy information.
I research all required information using online performance and cashflow software before compiling your report using my own or your template.
I will upload the report back to the secure website for you to review and request any changes.
Please get in touch
All my relationships start with an initial phone or zoom call, so please get in contact, I'd love to hear from you.
bottom of page