How it works

 

1. Send your documents
Provide the completed Form E and supporting financial documents in PDF format where possible.

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2. Documents are checked for readability
Documents should be clear, readable and ideally free from handwritten notes, highlighting, annotations or mark-ups. Poor-quality scans or heavily marked-up documents can take longer to review and may require manual data entry.

 

3. Fee is agreed and paid in advance
Fixed-fee reviews are payable in advance before work begins. Where additional work is required, this will be discussed and agreed before further charges are incurred.

 

4. Review is carried out
The documents are reviewed to help identify missing information, inconsistent figures, unexplained balances or transactions, gaps between the Form E and supporting disclosure, and points that may require clarification.

 

5. Structured observations are provided
A clear written summary is prepared setting out the main points arising from the review, including issues that may merit further enquiry.

 

6. Further work if needed
Where additional disclosure is provided, or where more detailed follow-up analysis is required, this can be carried out separately and charged at £95 per hour.

 

Please note
This service provides independent financial document analysis only. It does not constitute legal advice, accounting advice or expert evidence.