Essentials is our light touch Compliance Service.

We believe passionately many small (typically 1 adviser) firms are forced to do too much, and pay too much to compliance consultants.

Compliance doesn’t have to consume your work life, or worry you.

We think Essentials is unique. We ask you to commit to us for a year. During that year we supply you with the documents you need and the activities you need to do, to be compliant. During that time we also give you access to our document library and regulatory update service, so you are always up to date.