Initial Meeting

This is an opportunity for you to have a conversation with one of our directors to discuss your compliance support needs.

It is our opportunity to demonstrate how we can help and what we can do to simplify certain processes, enabling you to do what you do best and run your IFA firm safe in the knowledge that your compliance is in safe hands.

We Provide

Tailored Solutions: We will demonstrate how our services can help simplify processes, allowing you to focus on running your IFA firm with confidence, knowing that your compliance is in safe hands.
Streamlined Processes: Our goal is to simplify compliance procedures, enabling you to concentrate on your core competencies and effectively manage your IFA firm.
Trustworthy Partnership: Rest assured that your compliance needs will be addressed by a dedicated team committed to maintaining the highest standards, ensuring that your firm operates in accordance with regulatory requirements.
Flexibillity in Meeting Options: We are happy to talk over the phone, via TEAMS, Zoom or any other video software of your choosing