Suitability

Holistic Advice

“The art and science of seeing wholes rather than just parts including the relationship of the parts to the whole.”

“This is the type of arrant pedantry up with which I will not put.” Winston Churchill

Are your suitability reports as clear as mud?

Do your suitability reports meet the regulator's expectations?

Why highlighting the negative is positive!

Are you communicating clearly?

Do you include ‘Benefit Statements’ in your reports?

Is this what your suitability report could be growing?

As I am sure you will be aware the chancellor’s budget last week throws a few curve balls for the […]