We make getting start with us easy, with 3 simple steps:

Step 1 - Get in Touch

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Contact us to book in a meeting to help us get to know your business better. During this meeting we will answer all your questions and let you know about our processes in more detail.

Step 2 - Get Started

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After our meeting, we will use the information you have given us to create you a completely personalised quote tailored to your business's needs. We will send this to your for your approval shortly after the meeting.

Step 3 - Get Peace of Mind

Once you accept our quote, we get started on your SoAs. While this is happening, you can take a break, knowing that your SoAs are being taken care of.

Great news! We do not believe in having minimum contracts.

We do not rqequire a minimum number of Statements of Advice (SOAs) or time commitments from you.

We 100% stand behind our service, so we know that you'll want to keep working with us here at SoAs2u.

Our team work across a range of financial software and programs, including:

• XPlan

• Midwinter

• AdviserLogic

• Draft

• Coin

This list is not exhaustive, so if you use a different program other than the ones listed here, please get in touch.

Once you sign on with SoAs2u, you will get a dedicated paraplanner that will work with you each time.

We know that there are many variables to your work and your SoAs, so we provide completely personalised quotes to suit your exact needs.

Get in touch with us to get a quote today.

We are always on the look out for talented paraplanners. If you are interested in joining SoAs2u, get in touch with us today to register your interest.