01
Annual reviews
Annual-review support with missing evidence, unresolved questions and required adviser decisions clearly identified in the handover.
£155 fixed fee
Under the published review assumptions.
Review scopeIndependent support for UK adviser firms
Paraplanning, informed by experience in compliance.
Work directly with Steven Calvert on research, suitability reports and annual reviews. I learn your firm’s process, flag missing evidence early and return work ready for your review.
Start with firm-level information only. Client material follows onboarding through the agreed secure route.
The work
Support at the point you need it.
02
Research & suitability reports
Defined research, analysis and report preparation in your firm’s template, with the evidence and rationale ready for your review.
Scoped to the case
Investments, pensions, transfers, withdrawals, drawdown, annuities and protection.
Service details03
Technical case support
Evidence review, scenario comparison and practical challenge, with assumptions and outstanding decisions made explicit.
Agreed in advance
For work that needs more than template completion.
Fees & exclusionsA useful handover
See the work.
See what needs your judgement.
I discuss the scope, work on the case and remain accountable for the handover. My experience in paraplanning, IFA operations and compliance file-checking helps me spot the gaps that can otherwise become late-stage queries.
Research, assumptions and outstanding questions should be easy to find, so you can concentrate on the advice decision.
How we work togetherClear terms
Start with one case.
No retainer. No minimum volume. Fees agreed before work begins.
All fees and terms- Timing
- A standard target of five working days from explicit Case Ready confirmation.
- Revision
- One reasonable revision within the original scope is included.
- Responsibility
- Your firm retains the advice, client relationship, regulated responsibility and final approval. I work solely for professional adviser firms.
Work with Steven
What does your firm need help with?
Tell me about the work and your process. Firm-level information only.