As an IFA, your files need to be checked and be fully compliant at all times.
Our team will start with a blank page and will put themselves in your shoes (most have previously been advisors). We will only ever offer constructive criticism with the intention of making a positive difference.
We want all the cases we review to be of an excellent standard, and we will work with you to achieve this goal.
#IFA #FCACompliance #Compliance