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
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.
“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.”
What our clients say
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.