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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.