Independent Financial Advisor
Friendly hands on expertise and a range of service levels to provide great flexibility
General Insurance
Support packages tailored to the specific issues faced by General insurance firms
Mortgages
Flexible support packages ranging from remote assistance to onsite support
Other Services
Training & Competence
FCA Compliance
Complaints Handling
Auditing
Recruitment & HR
Back-office Support
FCA electronic Reporting
Money Laundering
Bespoke Training
Health & Safety
Procedural Manuals
Although compliance consultancy services are obviously another expense for the business, most firms would agree that the amount of business they could generate in a day spent with clients rather than in the office, would more than outweigh the cost of someone taking the headache of regulation and FCA returns away from them!