
WE ARE EXPERTS
SUPPORT
Inperson
Tools
Training
Office
Remote Access
We build together
At CFAN we work together as a team to support each other.
As part of the team you have access to our centrally based modern office, office equipment, meeting rooms and car parks.
Everyone’s provided with our compliance framework, CRM, client analysis tools including quote monster and our group PI cover.
Not to mention the camaraderie of our regular meetings and specialised workshops.
COMPLIANCE
Audit
Process
Law
CRM
Regulation
Peace of mind
At CFAN we have a dedicated compliance team that provides one on one training and over-site in the use of our compliance framework.
Advisers’ files are audited internally and externally, giving advisers peace of mind that their advice process and documentation meet the latest regulatory standards and deliver the best possible outcomes for their clients.