Facts & Figures

  • Number of Client Firms –  525
  • Client retention in excess of 99%
  • Number of advisers served by Compliance First – 1,194
  • Consistent positive growth in Client Firms year on year
  • More than half of Client Firms benefit from 2 or more visits per annum
  • Over 1,000 visits undertaken with Client Firms  in 2018
  • Over 31,000 calls into our  Technical Unit during 2018
  • 49,19 file reviews undertaken by end of 2018 by the Compliance Services Unit.
  • Bespoke training sessions delivered to meet our Client Firms needs
  • Our management team has a combined total of 197 years’ experience in the industry

Testimonials

"After liaising with the Technical team) "Yet another very satisfactory outcome from your Technical staff. Thank you for the advice and assistance given. Much appreciated."

Ray Best
Rabix Ltd

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