Professional Connections
Throughout the last 20 years we have formed some fantastic partnerships with various companies from within our industry.
These partnerships are outlined below, with some of them extending exclusive discounts to clients of CAT’S.
NextGen Planners
We are proud to announce that CATS is the first ever Compliance company to attain the esteemed recognition of 'Accredited Compliance Provider', marking a significant milestone in our commitment to compliance excellence.
NextGen offer a dynamic, app-based community tailored specifically for finance professionals, providing unparalleled support from peers, and access to world-class training resources aimed at fostering professional development and success. Our comprehensive suite of benefits includes dedicated exam support, Continuing Professional Development (CPD) opportunities, and a cutting-edge tech stack, featuring a diverse array of providers offering valuable videos and interviews, all aimed at delivering exceptional value to our members.
MYREGDATA
Take the headache out of REGDATA reporting. In under 15 minutes you can complete all sections of your REGData/Gabriel reporting using MyRegData.
There is a free trial available as well as a Discount for all CATS clients.
APCC
We take pride in our affiliation with the esteemed Association of Professional Compliance Consultants (APCC). Taking our commitment a step further, one of our Directors, Mel Holman, has assumed a pivotal role on the board of the association, further solidifying our dedication to the highest standards of professional compliance.
Naglotech
For over a decade, Naglotech has been the trusted provider of IT support services to CATS. With a profound comprehension of the intricacies of the financial services sector, Naglotech has been instrumental in crafting and maintaining all of our systems. Their unwavering commitment to collaboration is evidenced by their continuous engagement in developmental initiatives alongside our team.
SmartSearch
SmartSearch offer frictionless AML compliance with an award winning anti-money laundering solution that allows you to perform your due diligence and carry out Know Your Customer and Adverse Media checks in the UK or abroad, all with their sophisticated electronic verification platform.
Jigsaw Tree
Jigsaw Tree is a fintech consultancy and technology support and outsourcing company specialising in collaborating with financial advice firms. We enhance business effectiveness and efficiency through services such as Digital Transformation, Consultancy, Operational Support, Income Reconciliation and Administration Outsourcing, Business Operational Support System (BOSS), Technology Selection, Implementation Support, Database Assessment, Business Process Mapping, CRM lifecycle models, Template Creation, Business Readiness Training, and tailored support packages.
Our approach focuses on developing the right technology strategy, leveraging our team's expertise to ensure you not only achieve but surpass your business goals through effective planning and execution.
Plan Works
Plan Works are a paraplanning firm who also provide assistance for firms in formulating Centralised Investment Propositions (CIP) and Platform due diligence. CATS clients can currently get 50% discount on these projects. Just contact Sian Cole Davies at sian@plan-works.co.uk and mention CATS for more details.
HUB Pension Consulting
Being a long-standing client of ours we are pleased to recommend HUB PC as a firm you can refer DB Advice to.
Once the advice has been completed the client is then passed back to you.
FP Advance
Want to fall back in love with your business and re-discover your excitement about the future? FP Advance can teach you how to build a business that runs like clockwork, supported by your own high-performing team, so work never bounces back to your desk.
Our signature programme Uncover Your Business Potential has helped more than 100 financial planning firms go from good to great. We work best with businesses that have annual revenues between £300k and £3m per annum, are totally client-centric, can be brave enough to share their "dirty laundry", and will dig in to do the work.
When We Think
When We Think Specialises in professional development for financial planning firms, we deliver targeted training programmes, interactive team workshops and individual coaching that enhance both business performance and personal growth. Our expertise spans essential coaching skills for client relationships, effective leadership development, and strategies for building highly engaged teams-all specifically tailored for financial planners and their unique business challenges.
Working in partnership with financial planning firms of all sizes, we take a flexible, needs-based approach to support both individual practitioners and entire teams. Whether you're seeking to deepen client relationships, strengthen your leadership capabilities, or foster a more dynamic team culture, our programmes are designed to deliver practical, lasting results.
We welcome the opportunity to explore how we might support your business goals-contact us for an initial conversation.