18/06/2024
Welcome to Cratchley Compliance, where I specialise in delivering Tailored Solutions that Inspire Confidence in every aspect of your business journey….
I’m Jo Cratchley, a highly experienced Compliance and Quality Assurance (QA) consultant, offering a range of services to IFAs to enable you to confidently serve your clients.
In light of the emergence of Consumer Duty, it's crucial for adviser firms of all sizes to assess their performance in delivering positive outcomes for customers and clients across various key areas.
This increased emphasis on consumer outcomes requires proactive evaluation, enhancement, and documentation of your firm's actions and processes to ensure consistent delivery of favourable results for your clients.
As well as assisting you in preparing your annual Compliance report I can work with you to assess the adequacy & effectiveness of the methodology you have in place to comply with FCA rules, through compliance monitoring.
With me as your compliance partner, you can achieve best practice standards, enhance operational efficiencies, mitigate risks, and bolster your professional standing
