SoAs should be clear, personalised and defensible. We deliver advice documents aligned to your style, templates and licensee requirements — with compliance-first QA before delivery.

What’s included

• SoA drafting aligned to your templates and tone

• Personalised strategy wording tailored to the client’s situation and objectives

• Modelling integration where required

• Quality assurance review before delivery

• One revision included (substantial scope changes quoted)

What we need from you

• Strategy note + recommended products/investments

• Fact Find + file note

• Account rundown/holdings

• Insurance details (if applicable)

Turnaround

 

• Standard: 7 business days (from receipt of a complete file)

• Urgent: 2 business days (+30%)