We offer a Premium Access Retainer Service
Providing Your Firm With Fast, Accurate, Experience Based Quality Answers So You Can Move Ahead With Your Business Efficiently and Profitably.
We have a bespoke service starting from £250 pm.
Our Full Service Obviously Has The Following 11 Benefits;
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You will get a response within 3 hours by phone or email/text.
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From PBR, S165 or S166 (we were appointed as skilled persons in 2012), we will advise and make recommendations regarding what is required.
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Your issues take priority over other work whilst we respond to your query; additional research or further work that may be required will be quoted on.
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Products like our best-selling Compliance Manual/AML Policy & Procedures are provided at a heavy discount typically around 40%.
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Any services we offer is again heavily discounted from 5 – 20%.
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Normal service is mainstream hours Monday to Friday but weekends and evenings are ad-hoc, although we often can be found working into the night or across the weekends at some point. Holidays excepted, but happy to take emergency calls.
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You will receive a monthly “Statement of account” before the next billing cycle or after a purchase.
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We work on a first come, first served basis, so anyone paying ‘Premium Retainer’ for the longer time, gets priority over the other Premium Retainer clients – only if push comes to shove and we are snowed under.
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We occasionally have marketing promotions, and you get free gifts and/or free or heavily discounted event tickets for anything run by us.
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Also available for discussions on business strategy and marketing; areas we are also often asked about. Consumer Duty, UK GDPR, AML Reviews and FCA SMCR, our specialities.
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30 min telephone/video call per month to discuss your regulatory needs or issues.
We only take on a maximum of 12 new clients per quarter. If you are too late for this quarter, we will add you to the list for the next quarter on a first-come-first-served basis.
EXAMPLE: Monthly cost = £1,150 subject to firm size of less than 20 staff inc directors/partners.