Partners

Sentinel compliance supports all regulated firms with practical, solutions. We find out what you need, and we don’t supply mounds of unnecessary templated documents. We hate overcomplication and want you to be able to shake off some of the compliance shackles you may have. We also love tech and can see the huge advantage of investing in this for compliance leaving you with people development, which to us is just perfect. We believe that cost should never be a barrier to accessing solid compliance support, and we understand the financial pressures you are under. Therefore, we offer flexible options because you shouldn't pay for services you don't need or use. We are passionate educators, providing extensive real training for senior managers, advisors, paraplanners, and support roles. Equipping your team with the necessary knowledge is crucial for maintaining competence and reducing risk. Our services include ongoing support for your business, acting as a sounding board for your queries, and supplying training and essential documents where needed. As AI becomes increasingly integrated into our world, we encourage you to embrace it. Working with AI can save you time and improve efficiency, leaving you more time for you, but it's here to stay please don't ignore it.. Firm Name Sentinel Compliance Contact Name Annabel Gray Telephone 07949 488 071 Email annabel@sentinelbc.co.uk Website www.sentinelbc.co.uk

Open Door Policy consults with IFAs, product manufacturers and compliance & software support services. We create and document propositions to explain in detail how a firm operates and for use in training and education. The propositions: 1. Charges Proposition, including a Price and Value Statement. 2. Centralised Investment and Retirement Proposition (CIRP). 3. Consumer Duty Proposition. 4. Annual Update and Reset Service making sure it all remains fit for purpose. Open Door Policy also produces guides and educational collateral via blogs and press articles as well as building PowerPoints to present to audiences of 1 to 300+ Firm NameOpen Door policy Contact NameKarl Dines Telephone07885 589 862 Emailinfo@opendoorpolicy.co.uk Websitewww.opendoorpolicy.co.uk

Chapter House Consultancy is here to make your life easier, we provide administration and paraplanning services to remove the burden from you and give you time to see clients. We tailor our service to your business as we know one size does not fit all. We have over 20 years experience and love making your life easier Firm Name Chapter House Consultancy Contact Name Alexandra Vind Telephone 07863 629 596 Email alexandra@chapterhc.co.uk Website https://chapterhc.co.uk/

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 Firm Name Compex IT Contact Name Mark Dodds Telephone 0121 296 2500 Email Mark.dodds@compexit.co.uk Website www.compexit.co.uk