Facts & Figures

• Number of client firms – 285
• Client retention in excess of 98%
• Number of advisers served by Compliance First - 725
• 20% increase in client firms over an 18 month period
• Over 75% of our firms benefit from 2 or more visits per annum
• 696 visits carried out in 2010 and 792 visits expected to be completed in 2011
• Over 3500 calls and queries in to our Technical Unit every quarter
• Average of 375 files processed every month by the Compliance Services Unit
• Bespoke training sessions delivered to our client’s needs
• Management team have a combination total of 96 years experience in the industry