Why choose Jontops

Your expertise.
His paperwork.

IFAs love working with clients. Writing suitability reports? Not so much. Here's why the ones who outsource don't look back.

01

An adviser who understands advisers

42+ years in financial services, most of it on your side of the desk. I know what goes into a good report, and what regulators actually want to see.

02

Every word written from scratch

No software-driven tools, no mail-merge. Every report begins with the fact-find and ends with your client in mind, not a template library.

03

Available when you need it

24/7, evenings and weekends. Your pipeline doesn't stop at 5pm. Neither do I. Rush cases happen. I plan for them.

04

Client data stays completely private

I'll sign your GDPR declaration. Client data is handled securely and never fed into AI tools, third-party models, or cloud content generators.

05

Pay per report. No strings.

No retainers, no lock-in, no IR35 complications. Scale with your caseload: one complex case or a regular stream of work.

The bottom line

Outsourcing isn't a cost.
It's an investment in growing your practice.

One complex case or a full caseload. Happy to have a conversation. No pressure, no pitch, just an honest discussion about whether it makes sense.

Get in touch

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