Free up time for
advice
By outsourcing to IFA Reports you can free up your time to develop your business by focussing on providing advice and service to your clients.
Improve
efficiency and profitability
Our service is cost effective, avoiding the need for additional in-house resourcing and potentially saving associated costs such as employer’s National Insurance, employee benefits, office overheads and holiday/sick pay.
Our hourly fee structure means that you pay for
our services when you need them, with no commitment to a
retainer.
Receive a personalised
service
We are a client-focused
business,working with a select group of clients, and do not take a
mass market approach. We are currently accepting new
clients.
We pride ourselves on building a
close working relationship with clients, being easy to contact and
quick to respond to your requirements.
We are well established and
highly qualified
We have provided professional
outsourcing services to financial advisers for 14 years and prior
to that have active experience in the provision of financial
advice. We have long-standing client relationships built on
delivering the services provided consistently and
effectively.
Your contact and report writer at
IFA Reports will be qualified to Chartered Financial Planner
level.
Integrate our service
easily
Our professional services are
entirely bespoke to the requirement of your
business.
We work to ensure that our service
is integrated into your existing processes without disruption,
using your existing methods of communication and report
formats. We can review your existing formats if
appropriate.
Outsource to us with
confidence
We work to a high
professional standard in terms of technical knowledge, accuracy and
written English.
Our clients trust us to provide the services that they request with integrity and care.
Clients retain control of
the process in terms of when and how the service is used to
maximise the effectiveness for their
business.