Statement of Advice (SoA)

August 9, 2018

I must say compliments to the Paraplanner, one of the best ones I’ve seen, despite the back and forwards.

August 8, 2018

Please pass on a big thank you to the team for this plan! Very impressive turnaround and the quality was excellent (especially considering I had not entered all the required risk profile information initially).

June 14, 2018

I wanted to let you know that I am very impressed with the quality and compliance of the Advice document and hope that you could pass my positive feedback and appreciated on the team member who produced the document.

March 19, 2018

Am I able to know the name of who prepared this SOA? It was excellent!

March 07, 2018

Thanks for sending through our SOA, great work!

February 20, 2018

Many thanks for the efficiency of this SOA and the impeccable content.

November 28, 2017

I’m very impressed with the SOA’s I’ve read to date.

October 27, 2017

First SOA for insurance project – Excellent!!! Thanking you!