PDF Documents for Financial Planners and Wealth Advisers
1 min read·25 July 2026
Financial planning reports, investment advice and pension summaries are the core documents of every financial planner. PDFrust helps advisers compile professional and compliant documents.
Financial plan and net worth statement
Financial plan, net worth statement and cash flow projection are merged per client as an annual dossier. Watermarks with adviser name and date ensure report authenticity.
Investment profile and risk questionnaire
Risk questionnaire, investment profile and FCA compliance declaration are bundled per client. Flatten ensures no answers can be changed after signing.
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Pension projection and annuity overview
Pension overview, annuity policy and projection calculation are compiled per client as a pension pack. Page numbering makes referencing easy during pension reviews.
Tax advice and gifting plan
Tax advice report, gifting plan and succession planning are bundled per year. PDFrust compresses large advice reports for secure email transfer.
Reporting and progress review
Quarterly report, performance overview and portfolio changes are compiled per period as a client report. Splitting makes it easy to email only the summary.
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