Positive Outcome
No recommendation is suitable without a positive outcome for the customer
AtoZ
Own Words
A powerful and effective way of personalising suitability reports
Non-Disclosure
A hot topic with the FCA
Mortgage Suitability Reports
Just creating yourself extra work?
Layout
Are you correctly structuring your suitability reports?
Know Your Customer
How well do you know yours?
Jargon
Do your suitability reports pass the 'Granny Test'?
Individual
Company tailored reports, personalised for your clients
Holistic Advice
“The art and science of seeing wholes rather than just parts including the relationship of the parts to the whole.”
Grammar
“This is the type of arrant pedantry up with which I will not put.” Winston Churchill