Beyond suitability reviews
Our fresh approach to Suitability of Advice reviews now includes Consumer Duty compliance assessment as standard – at no extra cost to our clients.
Customer outcomes assessment
We offer a new powerful customer outcomes assessment combination to help you achieve compliance and customer outcomes that matter.
Introduced as an extra benefit for our clients, we review your advice suitability and assess your compliance:
- Suitability of Advice
- Consumer Duty compliance
Gain actionable insights to drive good outcomes for your customers
Beyond suitability reviews - here is what you get:
Suitability Assessment Form (SAF)
Evidence Support Pack (ESP)
Insights Dashboard
Watch our short video to find out more
Ready to get started? Get in touch today.
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