ABOUT

I have found over the years that there are report writers, paraplanners and advisors and too often the lines get blurred and duplications and inefficiencies occur. What Sam has provided to me over the last few years will easily transfer to any adviser and allow her knowledge to match and enhance your own, which allows her to compile robust research as required and tailor-made reports in line with your own preferences.

Add to this an A1 service, excellent timekeeping and deadline management, and an informed sounding board at a reasonable cost, then you have the perfect answer to help you spend more time doing what you enjoy (seeing clients), leaving the often time-consuming and less rewarding aspect of your business to a top-class paraplanner.

- Sean Gilks

We have worked with Sam for several months now. As a relatively young firm, her experience and knowledge has proved invaluable and our only regret is that we didn’t know her when we set the firm up. We would highly recommend her services. We benefit from professional, compliant report writing but also from her sound knowledge of financial services, transparent business practices and fantastic sense of humour. She is a vital member of our team.

- Richard Weatherburn, IFA

I've been working with Sam and CYA for a few years now and it's been great. She applies grown up thinking to the technical discipline of financial compliance and report writing. She's always available to talk through cases and I highly recommend her services. Thanks for all your help Sam and CYA.

- Andy Hart - Maven Adviser

I have worked with Sam for over 3 years and it has made my job so much easier and quicker to complete business. My time is freed up from writing lengthy reports and I can now spend more time face-to-face with clients and increase revenue.

- Darren Stevenson, CeMAP DipFA