FCA Licence Application

CCL

Payment Services

PI or EMI

Financial Advisers

Applying for permissions

Mortgage Brokers

Licence to advise on Mortgages

FCA Permissions

Get authorised

PSD

Payment Services

Staff Intranet

Holidays and HR Software

Robo Compliance

Reg Tech solution

Audits

Systems and controls audit

REG-DATA

FCA Reg-data returns

T&C

Assisting with a firm's requirements

Compliance Support

Make your firm compliant.

Promotions

Promotions checks

Mergers and Acquisitions

We can sell your business as broker

Documentation

Templates for your firm

DB Pension Transfer checks

Safeguarded Benefits

PI Insurance

PI sourced and introduced

File Checks

Experienced file checkers

Complaints

We handle for you and PI insurer

Business Rescue

Insolvency advice experience

Claims Support

Legal & Insurance Claims Support

Corporate Debtors

Recovery solutions

DFM work

FCA licence support

Discretionary Fund

& Private Wealth Managers

Specialist Audits

AML and Data Protection

Research, Documentation and Learning

Research for sale, compliance documents and pre-set exams for CPD

Locum

Locum services

Introducer agreements

All you need

Panel

Panel for commission rates for term assurance

Credit Checks

Check My File

Due Diligence

Purchasing a Firm or Client Bank? Let us help

Website and payroll bureau

Your web site and payroll collection agent

Recruitment

See CVs available now

Yoti

Anti-Money Laundering checks

Synaptics

Links to synaptics research at huge discounted cost using BAT

Sarasin & Partners