CIP Report Writing Services
Support Your Centralised Investment Proposition with Scalable, FCA-Ready Reports
Centralised Investment Propositions (CIPs) make your advice model more efficient — but only if the supporting documentation keeps pace. At Root Paraplanning, we help financial advice firms scale their CIP delivery with high-quality, consistent and compliant CIP report writing services.
Whether you're onboarding new clients, reviewing portfolios, or documenting strategic changes, our team ensures your CIP narrative is delivered clearly and compliantly, every time.
What’s Included In Our CIP Reports
Our CIP report service provides a comprehensive, structured framework to support your centralised investment approach. Each report includes:
Performance comparison summaries
Detailed rationale for CIP recommendations
Risk profiling consistency and capacity for loss narrative
Platform, model portfolio, and wrapper suitability
Switching justification and charges disclosure
Report branding aligned with your firm
Why Advisers Choose Root for CIP Reports
Our clients value the confidence and consistency our reports bring to their investment proposition workflows. We help you:
Deliver consistent reporting across your client bank
Reduce time spent rewriting standardised CIP advice
Ensure regulatory compliance and robust audit trails
Gain flexible support during periods of growth or review spikes
Ideal For
Our CIP reporting service is best suited to firms that value clarity, efficiency, and regulatory confidence:
Financial advice firms scaling a CIP across client segments
Businesses experiencing growth, high client volume, or review season pressures
Advisers looking for consistency in language and structure
Standardised Advice, Personalised Support
Even standardised propositions need smart documentation. Let us help you scale your CIP efficiently with reliable, regulation-ready reports.