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

“I thought the knowledge, enthusiasm and experience shown in the seminar I attended, was very evident and you engaged very well with your audience.

I was greatly reassured by what I heard and now have more confidence in our current practices. I also got some fresh ideas on how I can improve review meetings and make them more productive.”

Jan Warren
Ardmore Financial Planning

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