Compliance Visit Service: Face to Face Compliance Help

Contact us to arrange a compliance visitCompliance Clinic Service: Face to Face Compliance Help

  • Would you like a real 'IFA' type person to visit you and not some compliance junky with no eye for writing business?
  • Would you like compliance help from an IFA who knows exactly what you go through as she goes through the same FSA compliance pains everyday?
  • Would you like to use the FSA 'rulebook' to help you be more successful rather than a hindrance?
  • Would you like someone to constructively help you and to work for you and with you rather than against you?
  • Would you like someone to help you prepare for any FSA review?
  • Would you like it all in plain English from a friendly face who knows you may be worried?
Contact us for compliance helpContact us now or telephone 01543 677444 or 020 8144 7620

Joanne Roberts - Compliance ExpertPre-Clinic Preparation - Face to face service includes pre-visit preparation and discussions

On Site - thorough and complete on site visit, review and help from compliance guru, Joanne Roberts

Post Clinic Day Report and Analysis on both the good and the bad and any remedial action

Review Report can be supplied to FSA: The FSA will ask for your most recent compliance consultant report as part of any TCF Assessment.

Costs: £750 plus VAT on site includes:
  • Pre-visit work and preparation
  • On site visit and works and compliance health check
  • Post visit compliance report, we may even do your TCF GAP Analysis and more
  • All Expenses within 100 mile travel radius (based in London and Midlands). 
  • Note there may be a nominal charge for longer journeys.

Contact Joanne to discuss a compliance visit or telephone 01543 677444 or 020 8144 7620

Useful links:

Revolutionise how you buy compliance support Expert training solutions for you and your company Converting to a fee model was never so easy Compliance documents and templates shop