Compliance
TRUSTED PARTNERS
Zozey Business Solutions
zozey.co.uk
Zozey Business Solutions supports business owners with the practical side of building, maintaining, and evolving their online presence.
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Working across websites, marketing systems, and day-to-day digital operations, Zoe helps firms turn ideas into action — whether that’s improving a website, putting solid marketing foundations in place, or making existing systems work harder and more reliably.
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Proven structures are put in place thoughtfully, then shaped to fit how the business actually runs — cutting down on half-finished ideas, over complication, and unnecessary stress.
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Where longer-term planning or structural change is involved, they work collaboratively alongside other specialists to ensure marketing, systems, and business decisions stay aligned as the firm evolves.
Compex IT
Compex are the trusted managed IT support, Microsoft 365 and security partner to financial planning and advisory firms throughout the UK.
The nature of our clients businesses mean they retain very sensitive client data. Therefore, the onus falls on them to not just protect their own data, but the financial and personal records of their clients too.
Compex gives our clients 360 degree IT peace of mind with the S.A.F.E method Strengthen, Assist, Flexibility and Enhance
Whyology
Andie - andieclawson@gmail.com
Whyology is a specialist consultancy working exclusively within financial services, supporting business owners at pivotal moments of change. Founded by Andie Lawson, Whyology focuses not on off-the-shelf solutions or growth pursued without purpose, but on the person behind the business, their intent, their values, and the decisions that shape what comes next.
At the heart of Andie’s work is Intentional Questioning and the Intentional Questioning Framework (IQF), a structured yet human approach to asking better questions in complex, high-trust environments. The IQF underpins how leaders think, communicate and make decisions, particularly where responsibility to clients, clarity of offer, and long-term outcomes matter.
Andie works closely with advisers and firm owners who are developing or refining their client-facing offer, navigating growth, or planning an eventual exit. Whyology blends business coaching, consultancy and deep enquiry to create space for considered thinking, stronger client relationships, and decisions that feel aligned as well as commercially sound.
BareRock
BareRock is a Professional Indemnity Insurance provider that recognises and rewards quality financial advisers and planners.
Good Companies, in Good Company ®
We reward robust risk management and client-centric practices with fairer, more stable premiums through dynamic ratings that actually recognise what makes your firm special.
Our digital platform makes managing PI Insurance straightforward and efficient, while our experienced underwriters bring deep sector knowledge to every decision.
Join an exclusive community where quality firms benefit from being surrounded by like-minded professionals who share your commitment to excellent client outcomes.
Interested in joining the BareRock Club? Learn more at https://www.barerock.group
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Jigsaw Tree
Jigsaw Tree is a specialist consultancy and outsourcing partner dedicated to supporting financial advice firms in optimising their operations and technology infrastructure. As a certified B Corporation, Jigsaw Tree works collaboratively with advisory practices to across a wide range of services from streamlining their critical business processes to comprehensive digital transformation.
Jigsaw Tree help firms leverage technology effectively whilst reducing operational costs and mitigating risk. A team of experts deliver tailored solutions including CRM implementation and configuration, business process mapping, compliance reporting support, and outsourced administration services (such as income reconciliation) to over 300 adviser firms.
Recognising that successful compliance begins with robust operational foundations, Jigsaw Tree's expertise in process efficiency and technology adoption complements Sentinel's regulatory services; enabling advisory firms to build scalable, compliant business models that focus on delivering exceptional client outcomes.
MyRegData
MyRegData from Liquid is a powerful, easy to use RegData filing cloud software package for directly authorised IFA's who don't want to spend hours of their time worrying about filing returns to the FCA. Using MyRegData will reduce the time spend on this this task to a fraction of what it would be if done manually. Couple this with MyPAYE payroll software and any professional firm of IFA's have a complete solution, from a single supplier to their business administration needs.
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Daisy Chain Consulting
Daisy Chain Consulting provides executive coaching to leaders, helping them cultivate workplaces where people and performance grow together.
We excel in supporting individuals to achieve their goals through building deep rapport and trust and encouraging them to stretch, challenge and build their self-awareness.
We specialise in "digging beneath the surface", helping leaders to explore the root causes of behaviour and limiting beliefs, leading to transformational change that makes a positive and permanent difference, unlocking limitations and finding lasting solutions.
Daisy Chain Consulting also has extensive experience in designing and delivering leadership and team development programmes.
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ADC Innovations
ADC Innovations provides AI led sales outreach for B2B businesses that value quality over volume.
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We design and run selective outreach workflows for teams that care who they speak to, not how many messages they send.
Our systems research target companies, identify the right decision makers, and manage outreach, follow up, and meeting booking end to end.
Everything is built around real customer fit, legitimate interest, and full GDPR compliance. Poor fit prospects are excluded from the start to protect trust and brand reputation.
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This is not mass automation or spray and pray outreach. It is careful, considered sales execution designed to create better conversations and better meetings.