Growth Propositions

Building value in your firm.

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

"Due to the ever increasing complexities involved with regulatory issues, it is now almost impossible to operate efficiently without the support of an excellent compliance consultancy firm. Thankfully, I have been a member of Compliance First for over a decade and they have provided excellent support services. Not only have they helped Knightsbridge Wealth Management with important compliance issues, they also provide regular professional development events. They have supported my business in so many directions. This include contacts for legal services, professional indemnity insurance, investment services and software support. In conclusion, I can highly recommend Compliance First to any forward and progressive IFA firm seeking support services."

John McClelland
Chartered Financial Planner
FCII, FPFS, Certs CII (MP & ER)

Read More