Who We Help
We have deep knowledge and experience dealing with a broad range of sectors and client types. These vary from start-up organizations, who we assist with FCA authorisation and implementation of a compliance structure, to large multinational firms who require specialist projects or ongoing compliance support. We tailor our services to meet the needs of our clients and pride ourselves on building long term relationships. Our experience is hands on and we will work with you to achieve your objectives.

Peer-to-Peer Financial ServicesSince it's inception, the P2P and crowdfunding industry has grown and expanded significantly. But serving customers as both investors and lenders subjects peer-to-peer financial services firms to more than one of the FCA's rulebooks. Complyport can assist P2P firms with this challenge as well as the day to day advice needed to compliant.

Wealth ManagementRegardless of whether you are institutionally or retail focused, are a family office or even a Occupational Pension Scheme, we can assist the spectrum that is the Wealth Management industry. From outsourcing compliance to us through to having Complyport assist on an ad-hoc basis, we have specialists who know, understand and have worked in your industry.
