Since engaging with Alex & the ComplyX team in the early stages of 2020, I have been consistently pleased that we made the decision to engage.
Before our engagement, we were unsure of the direction we should take, & bereft of confidence due to our previous paraplanning arrangement (which was outsourced in Australia).
Alex & his team have helped us to build confidence in the process & educated us in the BID requirements. Alex & his team have consistently provided us guidance & top-level service.
The SOA’s created have been high quality, & there is a clear understanding of what is required for advice businesses to deliver under the new advice framework.
I would highly recommend the services of Alex & his team.