We offer a bespoke compliance support service, based upon your needs and requirements, ensuring your business meets regulatory requirements, including:

  • Establishing a Vulnerable Persons Policy, creating recording templates, review of client cases 
  • Complaints handling, preparing summary resolution & final response letters 
  • Assisting with preparation for meeting FCA Consumer Duty obligations  
  • Negotiating your PII renewal using our industry contacts 
  • FCA Reporting, from troubleshooting to support and completion  
  • Compiling key operational documentation for your business