Mx2 Services, outsourced Associate Adviser + Paraplanning service. We can undertake a myriad of tasks including attending client meetings via Zoom, taking file notes, analysing client needs, objectives, and goals, formulating strategy, undertaking research, analysis, data entry, review preparation, and writing fully compliant Statements of Advice. Mx2 are about helping Advisers get the most from their day and building relationships with their clients - and enjoying the journey along the way.