Financial advice comes in all shapes and sizes and with consumer needs and behaviours changing all the time, its vital to ensure that you have access to the right level of support and solutions.
At Compliance First, we ensure that our members have the solutions they need for advising and for where they are perhaps unable, or simply choose not to advice, ensuring that in all cases, the client gets what they need.
As part of our core membership, we provide access to an array of solutions allowing firms to pick and choose those that complement and support their proposition.
SimplyBiz Investment Services
Expert investment intelligence to power your investment advice process. We provide you access to new in-depth investment research, market-leading financial planning tools and dedicated investment support.
For the areas which you do not wish - or are not qualified - to advise upon, we have a comprehensive referral solution, SimplyRefer. From care fees to pension transfers, general insurance and will writing, we have assembled a range of propositions and specialist providers to enable you to cover all your clients' needs.
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.
Our dedicated team provide one single point of access to a range of ancillary products associated with mortgage provision. These include secured loans, commercial and overseas lending, equity release and conveyancing specialists, to name but a few. Add to this exclusively arranged general insurance options, as well as best of breed protection products with enhanced rates.
SimplyProtect provides as a comprehensive solution to help you quickly and efficiently meet your clients’ protection requirements. You receive enhanced commission rates from eight leading providers, which maintains your whole of the market status as well as comprehensive support, training and more.
APS Legal and Associates
For many firms, offering will writing and estate planning services to their clients has provided valuable new income streams. APS Legal provides the training and support so you can take instructions from your clients while the specialist team create wills, trusts and other legal documentation on your behalf.
And if you’re looking at ways to engage your clients, then MyMarketing is perfect. Our complete marketing and communications service is exclusively available for Clients of Compliance First. Whether you’re a total beginner and looking to make the first step into marketing your business, or you have big plans you need marketing support to realise, we’ve got a range of solutions and guidance to help.
With our website packages, it’s never been easier to set up a website that’s modern, compliant, and fully responsive, with no set up costs and a low monthly running fee. Plus, with the option to add a range of timely and insightful news articles to your site automatically, written by our team of experts, it’s a breeze to keep your website up-to-date and your clients well informed.
As well as our great value bundles, you also have the option to seamlessly integrate other content and campaigns into your website, emails and even your social media channels.
All of these services are designed to further enhance your proposition and in the main, are brought to you complimentary or at reduced rates.
For more information on how Compliance First can help your firm achieve its goals, please speak to our team on 0141 616 4161. Alternatively fill out the below form and we will be in touch soon.