We have recently launched two new services :
Service 1 - Annual Review Service
Our ‘ annual review ’ service will check that your annual reviews are suitably documented to meet regulatory expectations .
What our members say about our service
Whether conducted remotely , or out at firms offices , our compliance consultants are highly regarded , constantly receiving great feedback from their audits ...
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Service 2 - Check the Checker Service
Our “ Check the checker ’ file assessment process will review both the client file and your internal file review output to determine whether your internal reviewing process is suitably robust whilst identifying any areas for improvement , trends and training needs .
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“ Chris is always very professional and knowledgeable , and willing to help to try and make my job easier .”
Colin Tanner ( Tanner Financial Advice Ltd )
“ Mark is great ! Level headed , to the point , will move at a pace that suits . Asset for Simplybiz ! Thank you Mark !
Kevin Dunks ( Number One Mortgages )
Our consultancy team have scored a
97.6 %
“ Steven is professional but has a really nice way about him , which makes me feel relaxed and comfortable . We covered everything I wanted and he added a lot of value by working through the agenda he had .”
Scott Brown ( Sunny Mortgages ) satisfaction rating YTD
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October 2024 | 15