Services

“When I decided to go directly authorised to the FCA in February 2014 I looked at many Compliance services providers and decided on Compliance First for a number of reasons. Firstly, they were recommended by another IFA who had been happy with their services for over 5 years. They were welcoming and professional from my first contact and laid out their proposition which met my needs. Costs was also important and comparably, pound for pound, I felt they were very reasonable for what they offered. They advised and assisted me with my application from start to finish, and I was authorised within 11 weeks. Since authorisation, they have been very supportive and helpful. I receive two visits per year which are very comprehensive and provide me with great comfort for my business. Their Technical desk is very knowledgeable and always helpful. When it comes to the dreaded and  laborious Gabriel Returns, they are invaluable and very patient - a virtue which I test every six months. I would highly recommend to anyone, whatever the size of their business.”

David Macfarlane
DVelop Wealth Ltd.