Financial Services in Leatherhead
Connect House
Kingston Road
Leatherhead
Surrey
KT22 7LT
The company was origianlly founded in 1996 by the Chairman after 15 years experience as a financial adviser and broker followed by 10 years providing regulatory consultancy to insurance companies. Since formation the company has been responsible for the authorisation of 80% of franchise motor dealers by brand, we were commissioned to work with AXA to educate, train, develop and assist their top 850 brokers to become authorised with the FCA and we performed a similar exercise for Zürich. Following the PSRs in 2007 we became involved in the MSB business and have completed compliance visits on API’s and submitted reports to Barclays, Bank of America, CashFlows and other national banks.
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