We establish the fit
We discuss the type of support, your template and working style, security requirements and professional boundaries.
How working with Steven works
A clear route from first conversation to adviser-ready handover.
You are not placing work into an anonymous queue. I confirm the instruction, raise gaps, complete the agreed work and stay accountable for the handover.
The process
01
02
03
What happens when you send a case.
I confirm scope and Case Ready
The deliverable, fee, responsibilities and target date are agreed. I check that the facts, evidence and recommendation inputs needed for the work are complete.
I complete and return the work
Research, analysis and drafting are completed within scope. The handover identifies assumptions, outstanding evidence and adviser decisions. One reasonable consolidated revision is included.
Case Ready starts the clock
The five-working-day standard target begins when the agreed information is complete.
If evidence is missing or the objective, recommendation, product or client circumstances change materially, I pause and explain what is needed. The work may be re-scoped before it continues.
- Named adviser and agreed firm contact
- Client objectives, needs and constraints
- Relevant fact-find, risk and capacity evidence
- Existing-plan and provider information
- Current firm template and compliance requirements
- Agreed target date and external dependencies
Revisions and scope changes
One reasonable consolidated revision is included where it refines work within the agreed facts, recommendation and scope. A new objective, changed product, additional scenario or materially new evidence is a scope change and is agreed before further work.
Invoice and completion
Compliant invoices on final delivery. Payment terms are 14 days. Working files are handled and closed under the engagement terms; your firm remains responsible for its complete regulatory client file.
Ready to discuss your workflow?
Start with a firm-level enquiry and I’ll explain the next step. Do not include end-client information or documents.