- 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
Facts & Figures
"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."