My Basket0
Notice of upcoming maintenance: The RevisionMate website will be undergoing an essential update and will not be accessible between 08:30 on 6 August [UK time] and 17:00 on 7 August [UK time]. For coursework assignments due on these dates, please plan to submit ahead of time or request an extension if required. We apologise for any inconvenience caused.

Paraplanning Suitability Report Writing Guide

Publication date:

08 May 2024

Last updated:

25 February 2025

This guide offers paraplanners best practice guidance around what to include in a suitability report so that a client can make an informed decision.

What's the purpose of a suitability report?

To show how recommendations meet your client's objectives. This means the client needs to:

  • Actually read the report
  • Understand it, so they can make an informed decision
  • Trust us and our ability to do the right thing for them.

Find out more in the full guide here, or click the image below.