Our Services

We offer different services that can help you in your business.

See our services and get started today

FCA Authorisation

FCA Licence Application

CCL

FCA Forex Licence

SPI or API

IFA

IFAs use IFAC to sponsor their FCA licence

Mortgage Brokers

Licence to trade in Mortgages

Audits

Systems and controls audit FCA style

REG-DATA

FCA Reg-data returns

FCA Permissions

Get authorised

Specialist Audits

AML and Data Protection

Software

BAT

Risk and Practice Management Software

T&C

Financial exam suite for staff

Staff Intranet

Holidays and HR Software

Robo Compliance

Reg Tech solution

IFA / MGI Services

Compliance Support

Make your firm compliant.

Mergers and Acquisitions

We can sell your business as broker

Pension transfer file checks

PTOO facility - approved by PI insurers

PI Insurance

PI sourced and introduced

File Checks

Experienced file checkers

Fund Management

DFM work

FCA licence support

Fund Research

IFAC help firms get their Fund research sorted. This might be thorugh our discounted rates with Defaqto, Synaptic or by bespoke research carried out on consultancy by Ken Baksh, our fund manager in residence.

Discretionary Fund

& Private Wealth Managers

Ongoing Services

Locum

locum membership

Panel

Panel for commission rates for term assurance

Credit Checks

Check our file - free