We are able to carry out a bespoke face to face Compliance audit service at a competitive price. We do not require IFAs to pay a set monthly retainer and work for most IFAs on a fixed project fee. Our main services are either a one-day audit with a summary letter or a two / three day annual compliance audit with a discussion with all staff during the visit / update training and a follow-up comprehensive report. Typical fees start from £880 per day plus expenses (this generally includes the "write-up" time).
Phil Dibb was awarded the status of "Chartered Financial Planner" by the CII in July 2013.