Investment Planning Reports for Advisers
Clear, Strategic Investment Reports That Clients Understand and Regulators Respect
Your clients expect clarity. Your compliance team demands precision. And your time? It’s already stretched. That’s where we come in.
At Root Paraplanning, we deliver comprehensive investment planning reports tailored to your advice, whether it’s a platform switch, model portfolio recommendation, or multi-asset allocation. We make complex investment strategies easy to digest and compliant from the first paragraph to the last.
What’s Included In Our Investment Planning Reports
Each report is carefully structured to explain your investment recommendations in a clear, balanced and regulation-ready way. We cover:
Tax wrapper and CGT strategy support
Clear narrative for investment switches and consolidations
Risk alignment and client profiling summary
Platform comparisons and charge breakdowns
Suitability statements and capacity for loss commentary
Optional fund performance and ESG commentary sections
Why Advisers Choose Root for Investment Reports
Our paraplanning team helps you present advice with confidence and efficiency, ensuring nothing is lost in translation between you, your client, and your compliance officer. Advisers benefit by:
Showing value through tailored, easy-to-read advice reports
Saving time on templating and technical writing
Maintaining a high standard of compliance documentation
Scaling efficiently with on-demand paraplanning support
Who Are Our Investment Reports Ideal For
Our investment report service is tailored to suit both bespoke and centralised approaches to investment advice:
Advisers transitioning clients to centralised investment propositions (CIPs)
Firms offering model portfolios, MPS, or ESG investment strategies
IFAs recommending platform changes or consolidation strategies
Give Your Advice the Professional Backing It Deserves
Support your investment advice with expertly written reports that build trust and meet regulatory expectations — without the stress.