Professional Paraplanning Report Writing Services

Our paraplanning report writing style highlights actionable insights and strategic roadmaps, guiding clients towards their financial goals.

How we can help

Root Paraplanning provides a comprehensive range of paraplanning reports considering pensions, investments, protection, cash flow, estate planning, ISAs and more.

Each report is focused on specific client requirements, providing clear and concise guidance and the opportunity to discuss any issues, potential changes or alternative options.

Pension Report Writing

Pension planning has many moving parts: cost of living, taxation, savings, investment returns, LTA concerns and more - that’s before we even get to retirement goals. Our reports allow you and your clients to look to the future, plan ahead, and discuss the various options.

  • Pension Switch/Consolidation Reports

  • Drawdown Reports

  • New Pension Reports

  • Existing Pension Reports

  • Annuity Reports

Investment Report Writing

Our investment report writing service provides a detailed analysis of risk/reward and suitability whilst considering whether individual investments and strategies fit in with long-term client plans.

The report content covers all of your regulatory obligations whilst presenting clients with a clear and concise summary. The aim is simple: to present the options in a client-friendly format, including the pros and cons, allowing you to discuss the way forward with your clients.

We have a flexible approach to suitability report writing, covering an array of investment factors.

  • Performance comparison

  • Reduction in yield calculations

  • Implication of charges

  • Volatility concerns

  • Tax implications

Our reports demonstrate the long-term benefits of tax wrappers, identifying ways in which clients can utilise their annual allowances within their current financial situation. Appreciative of changing regulations and client circumstances, we consider a range of different topics.

  • Bed & ISAs

  • Bed & Pensions

  • Carry Forward allowances

  • Top-slice relief calculations

  • Taxation of trust assets

Report Writing with Tax Wrappers in Mind

Our Planning Tools

Estate Planning Report Writing

The freezing of the inheritance tax nil rate band has prompted many advisers and clients to revisit their estate planning. An annual IHT report is now crucial for planning ahead, identifying potential issues, and taking action. Seeking to simplify what can be complex scenarios, we will present you with a detailed review and recommendations, taking into account many factors.

  • Estate overview

  • Inheritance tax assessment

  • Tax and trust planning strategies

  • Legal and tax considerations

  • Recommendations

  • Plan of action

Mortgage Report Writing

After conducting a thorough analysis of your client’s financial situation and mortgage requirements, we will present our findings in a comprehensive and informative report. Assessed in conjunction with your client’s wider finances, some of the issues covered include:

  • Affordability assessment

  • Mortgage options

  • Suitability report

  • Risk assessment

  • Compliance and regulatory checks

  • Specific product recommendations

  • Actionable next steps

Why Choose Our Report Writing Expertise?

Paraplanning report writing, the ability to present often complex facts and figures in an understandable manner, is a skill in itself.

Cutting edge tech

Our flexible approach ensures that we can incorporate your internal procedures and processes, using the latest technology, within our workflow.

In-depth Industry Knowledge

We take this one step further, obtaining the required data, calculating the financial impact of different scenarios and strategies, and delivering this in a concise and informative manner.

Time Efficiency & Resource Management

Working together, using our expertise and experience, there are considerable time savings, and we can help you avoid a backlog of cases and enhance your existing operations.

What Our Clients Say

Potential clients often ask, “What does a paraplanner do? What exactly do you offer?” We let our clients speak for us; here’s what they have to say.

Testimonials
Tara Dennehy

“Stuart has provided a brilliant service to our team and advisers, particularly on producing suitability letters. He has great technical knowledge, attention to detail, and gets tasks done to a high standard in a timely manner. I would highly recommend Root Paraplanning to any firm looking for high quality external paraplanning support.”

Simon Glazier

“My company have been using Stuart Stanford's Root Paraplanning for a couple of months now, where he helps us manage capacity issues when preparing recommendations and suitability letters. We interviewed a number of potential outsourced paraplanners before choosing Stuart, and it was clear he stood head and shoulders above the rest. His professionalism and the speed of his service ensure that we are maintaining our high quality of service to clients. His research is thorough and when challenged he always has the evidence to back it up. He's well worth putting to the test.”

Simon Weldon

“Great level of service - simple!”

Peter Armitage

“I'm very pleased with Root Paraplanning, Stuart is excellent at what he does and will continue to send work his way. I cannot fault the work thus far. Thank you.”

Matthew Hall

“I have been using Root Paraplanning for a few months now. I'm extremely impressed with the quality of the reports provided and would not hesitate in recommending their services to other advisers.”

Our Process: From Data to Decisions

While flexible, we have a well-defined process taking in the collection of data to the end result; our report contains meaningful guidance and recommendations for your clients.

Strategy development, with adviser consultation and risk assessment

Data collection and analysis

Compilation of a clear and concise report

Highlight recommendations with ongoing support

Partner with Us for Comprehensive Reporting Writing Solutions

We don’t just tick boxes; we provide experience and expertise across a wide range of financial planning disciplines. Taking a personal approach to the advisers we work with, we see everyone as individuals, foregoing the dangers of a one-size-fits-all approach.

A trusted partner, able assistant, and very often a sounding board for ideas and opportunities we’re more than a traditional paraplanner.