Growth Propositions

Building value in your firm.

Simply Refer

Simply Refer

For the areas which you do not wish - or are not qualified - to advise upon, we created a one-stop referral solution, SimplyRefer. From care fees to pension transfers, general insurance to will writing, we have assembled a range of propositions and specialist providers to enable you to cover all your clients' needs.

SimplyProtect

SimplyProtect

Our protection panel provides access to whole of market products and enhanced commission rates with the UK’s leading protection providers - all within a single easy-to-use portal. 

Pensions transfers

Pensions transfers

Compliance First has partnered with a number of specialist transfer providers, allowing you to outsource schemes upon which you are not authorised to advise or would prefer to refer.

Mortgage Club

Mortgage Club

If you offer mortgage advice, you can use our award-winning mortgage club, offering access to a range of lenders providing exclusive and semi exclusive rates, an extensive GI panel and a range of ancillary products. The mortgage club also runs regional specialist masterclasses and mortgage meetings twice a year.

Workplace Solutions

Workplace Solutions

Workplace Solutions specialises in supporting Clients who are looking to create new revenue streams through corporate advice. Offering guidance across auto enrolment, group life, group protection, business insurance, workplace benefits and much more, Workplace Solutions helps you unlock the potential of this lucrative market.

GI portal - Genius

GI portal - Genius

A quick and easy way to provide the General Insurance cover your clients need. Using Genius, you can search products and obtain quotes online, advise your client and return to the system to make the policy live.

Testimonials

Our best decision in financial services (25 years) was to move to Compliance First.

Assistance with direct authorisation was of great value. In our first 12 months, we had two service calls and both were more productive than the old style network meetings. We received fantastic support on our first Gabriel report, so much so that we were able to complete the second on our own.

During any calls to Compliance First, we are left with the impression that they are genuinely there to help. Having traded for 12 months directly authorised, we have saved in excess of £8,000 when compared to the costs of a network, going LTD also saved in excess of £5,000. What’s not to like?

Richard Brodie
Active Asset Management (Scotland) LTD

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