the DIRECTORY
3 Highbury Close
West Wickham
Kent
BR4 9PA
T: 07974 767080
E:
NA
No. of consultants: Sole
Geographic area covered:
  • National

IFA Protect Limited

Calling on over 40 years of Industry experience, the Principal Dale Thornley formed IFA Protect Ltd to offer a hands on, bespoke and proactive compliance support service to small locally based IFA practices in and around London. Dale is also the Compliance Officer of a medium sized IFA firm in Richmond and past non-executive Director of a large PI Insurance company, the Underwriters of which he still has a strong connection with. This often results in competitive PI terms being secured for the IFA Firms serviced by IFA Protect Ltd. For more information please e-mail dale@ifaprotect.org.uk Tel: 07974 767080

types of client firm served:

  • IFA (incl IFA divisions of financial institutions)

services offered:

  • Authorisation -FCA
  • Complaints Handling Reviews
  • Compliance Support
  • Compliance Training
  • Documentation
  • Health Checks
  • Money Laundering/Financial Crime Advice and Reviews