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Who We Are
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At Aeternus, we understand the importance of having optimized workflows and spending the time you have working efficiently as possible. As advisers you should be spending time doing what really matters - seeing clients. That's why Aeternus was started, to allow advisers to spend as much time as possible client facing.
How We Work
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01
Initial Consultation
We start by discussing your specific requirements and understanding the advice given to your clients. Based on this, we tailor our services to meet your needs.
02
Ceding Information Check
we review the documents sent over by the adviser and check the CFRs are completed thoroughly.
03
Completion of Work
we complete the CYC, Illustration and Suitability Report
04
Review and Finalization
After completing the work, we conduct a thorough review and make any final adjustments based on your feedback.
05
Ongoing Support
We aim to build a lasting relationship by offering ongoing support and serving as a single point of contact for SJP Partners and advisers.
Our Services
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We offer a range of services from report writing through to data gathering and ongoing advice documentation.
We offer a full price list which can be found here. Each price can be tailored to your needs so that every adviser no matter the stage in their career can access professional services.
89%
We made businesses smoother & more precious.
Accessible to All
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02
Pre-Case
From £175
CYC, illustrations and an Aptus Suitability Report, a middle ground for advisers.
Estimated 3-5 Day turnaround*
03
Full Case
From £200
includes data gathering and all the features from Pre-Case as well as a post submission warranty.
Estimated 5-7 Day turnaround*
01
Report Only
From £125
A well crafted and comprehensive Aptus Suitability Report.
Estimated 24H-48H turnaround*
04
Misc Services
From £30
Ongoing advice services including review letters and fund switch letters.
Voyant modelling is also available for more bespoke clients.
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