The service

Reports you can rely on.

Built around how you work: your templates, your tone, your timescales.

01

Prompt

3 days. Every time.

Thursday case in, Monday report on your desk. That's the commitment. Rush jobs can be discussed - just call.

02

Bespoke

Built around your firm.

Reports written on your templates: SimplyBiz, 360, or your own house format. Your tone, your standards, your compliance requirements.

03

Flexible

On your terms.

One complex case or a regular stream of work, the service scales to fit. Pay per report. No retainers, no lock-in, no minimum volumes.

How it works

  1. 01

    Send your case

    Email the fact-find, your preferred template, and any notes on the recommendation.

  2. 02

    Agree the fee

    A fee is agreed before work starts. No surprises, no obligation to proceed.

  3. 03

    Report drafted

    Written from scratch and personally reviewed against suitability requirements.

  4. 04

    Delivered

    In your inbox within the agreed timescale. Available for amendments or queries after.

Templates supported

Your format. Not ours.

Every report is written on the template you use. If it's not listed, just ask. If I haven't used it before, I'll learn it.

  • SimplyBiz
  • 360
  • Your house template
  • Network formats - call to discuss

Not on the list? Call to discuss.

Get in touch

No portals. No AI.
Just Jonathan.

One conversation. No obligation. If it sounds right, we start; if not, no pressure.

Available 24/7: evenings, weekends and bank holidays.