How it is created
Section-based logic aligned to FCA suitability themes with scoring, flags, and Consumer Duty checkpoints.
FCA-Compliant Suitability Assessment
Complete a comprehensive 12-section assessment aligned to FCA TR24/1 requirements. Free, no account required.
12 SectionsFCA TR24/1 AlignedConsumer Duty ChecksAuto-Calculated Results
Important: This is a demonstration tool for financial professionals, not personal financial advice. Always consult a qualified independent financial adviser before making investment decisions.
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How this suitability assessment is used
This tool is built to mirror common suitability workflow checkpoints: client objectives, risk profile, affordability, vulnerability, and recommendation rationale. It helps advisers and firms structure evidence before recommendation sign-off.
Who it is for
Advisers, compliance reviewers, and planning teams who need a consistent structure for documenting suitability rationale.
Typical search intent
Firms looking for a free FCA suitability template, COBS 9.2 support, and Consumer Duty-aligned advice documentation checks.
Common questions
Is this personal financial advice? No. It is an assessment and documentation aid, not a personal recommendation.
Can this replace full advice suitability files? No. It should support, not replace, full fact-find and professional judgement.
Why include Consumer Duty checks? They help evidence that outcomes and communications are client-focused and transparent.