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Annetts & Orchard Document/Tools Library

Our tools for client meetings, generators for the reports and letters that follow them, and the firm's processes and policies.

In the meeting · 6
Risk & Suitability
Risk Calculator
Attitude to risk, capacity for loss and bucket-strategy modelling.
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Risk & Suitability
Investor Profile Questionnaire
Admin panel for client questionnaire responses and PDF output.
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Financial Planning
Money Puzzle
Financial planning overview with a traffic-light status per area.
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Financial Planning
Asset Map
One-page map of the household's assets, income, protection and liabilities.
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Investments
Cost Comparison
Compare charges across existing and proposed arrangements.
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Fees
Fee Calculator
Initial and ongoing fees built from the case, with a one-page client fee proposal.
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Reports & letters · 6
Compliance
Suitability Report
Full suitability report drafted from uploaded client documents.
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Compliance
Annual Review Letter
Periodic review suitability letter from meeting notes and reports.
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Compliance
Top-up / Withdrawal Letter
Suitability letter for withdrawals and top-ups on existing plans.
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Administration
File Note
Meeting file note drafted from a transcript or your notes.
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Administration
Client Agreement
Terms of business with editable fees and PDF export.
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Administration
Third Party Authority
Client authority for us to deal with a named third party, for DocuSign.
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Processes · 1
How we work
Process Library
Step-by-step timelines for our core processes, from onboarding onwards.
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A&O Policies · 1
Technology & data
AI Policy
Rules for staff use of AI tools in our business, including client data.
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