I have worked with Jon and Aaron for around three years in relation to preparing suitability reports for new business/advice.  I also use them for the preparation of ongoing suitability review documents in relation to both pre and post review meeting documents for existing clients. They both demonstrate high levels of technical knowledge, take pride in their work and always turnaround work within the agreed timescales.

I continue to remain very satisfied with the professional work they provide and I see them very much as an extension of my own business with whom I could not operate effectively. I would highly recommend incorporating them into your business if you are looking for professional report writing/documentation support, whilst at the same time using your time more effectively in order to grow your IFA business accordingly.

“As a newly qualified IFA, I had to learn a lot of things very quickly. During these difficult times, Jon and Aaron have been very supportive and patient with me, which I truly appreciate. They have been extremely professional and indeed I have learned a lot from them too! The quality of their reports have been top notch with only minor changes required from my end.”

“Really happy to be able to continue working with Aaron & Jon. Both are exceptional Paraplanners with vast knowledge, reports are written to very high standard and always on time. They provide a fantastic support function to my business.”