Company tailored reports, personalised for your clients
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“The art and science of seeing wholes rather than just parts including the relationship of the parts to the whole.”
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“This is the type of arrant pedantry up with which I will not put.” Winston Churchill
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Are your suitability reports as clear as mud?
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Do your suitability reports meet the regulator's expectations?
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Why highlighting the negative is positive!
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Are you communicating clearly?
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Do you include ‘Benefit Statements’ in your reports?
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Is this what your suitability report could be growing?
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As I am sure you will be aware the chancellor’s budget last week throws a few curve balls for the
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