What Our Customers Say

Discover the Voice of Our Satisfied Clients: Real Testimonials

Brittanic Place

Working with CATS has been like a breath of fresh air - the team respond quickly and reliably to enquiries and will rally around to ensure we are not waiting for long for a response, which is both refreshing and hugely appreciated!

Tanager Wealth

We have worked with CATS for a number of years and during an exceptional period of growth. Throughout the advice from the team has been professional, practical, and business focused. I would not hesitate to recommend CATS.

Capel Court

We have used the services of CATS for circa. 20 years and always found them to be reliable and highly professional in their approach and communications with our firm. We very much value their expertise and the fact there is always someone who is available to help and assist us with any regulatory query or concern we may have. I would highly recommend this forward thinking, progressive and dependable firm of compliance consultants should you be thinking of engaging their services.

Trusted Advisor

We've worked with CATS since Mel started the firm, they have never failed to provide anything but high-quality advice and friendly service. They are always on hand to deliver great support to us whenever needed, and it is always delivered with our firms' specific requirements in mind. Thanks goes to all CATS staff!

Goodmans Financial Planning

We find working with CATS invaluable and appreciate their reliable, knowledgeable, and friendly approach. Our consultant, Gemma Knight, is always on hand to help with our queries and questions. Great support, excellent service, and genuinely really lovely people. We really value working with the whole team at CATS.

Brighton Financial

CATS are a breath of fresh air in the compliance world. They're straight-talking and answer questions far more directly than most. If you use them, you'll be very happy!


We moved to CATS in 2021 and are delighted with the service. Our previous outsourced compliance company had a tick box mentality whereas at CATS we feel there is a genuine interest in our improvement and helping is to deliver the best outcomes for our clients.

Fresh Perspective

We've been delighted with our move to CATS from one of the big compliance "services" firms. CATS are big enough to have our confidence that they're on the ball, yet small enough to still care about us and take the time to understand how we work. Will Driver, Director, Fresh Perspective Financial Plannin

Life Matters

Life Matters works with CATS because they provide a great service, and we have total confidence in them. They provide regular updates via their Newsletter, site visits, CPD events and are always available by phone for those urgent queries.

Walter and Partners Ltd

Working with CATS enables us to achieve our main goal - have the client's best interest at the heart of everything we do.

Aurea Financial Planning

Really lovely team, who are all very approachable and knowledgeable. Very happy with the service provided and highly recommend.

Fiscal Engineers

CATS offer a very practical and pragmatic service. I feel that they are on the lookout for issues that might affect us and that they use their knowledge of our business to tailor their advice.

MFP Wealth Management

Excellent Compliance Firm, staffed by professionals.

Chevening Financial

Every member of the CATS team we speak to is always a pleasure to deal with and understands the IFA world so well and this, coupled with their expertise and impeccable speed of response, reassures me that our compliance is in very safe hands.