Financial planning firms
by improving their operational effectiveness

We were lacking knowledge and experience within our administration team; Nicola was recruited to assist with training and implementing a ‘workflow’ for our CRM system. She has built a comprehensive system which tracks all of our business requirements, and her training and support has elevated the confidence and knowledge within the team, exactly what I wanted to achieve. I would definitely recommend Nicola and the team at We Complement, the knowledge and professionalism is exactly what any business requires.

The Firm needed our Central Investment Proposition updating, as it hadn’t been looked at for some time. Following market research we approached We Complement as they are specialists in this area. The process from beginning to end was very professional, straight forward and completed in a timely manner. Following an initial ‘fact finding’ meeting over the telephone, I sent over the required documentation, and from there We Complement created a new, up-to-date CIP for us. They showed an excellent understanding of our firm, how we work and what needed to be represented in our CIP. We will certainly be using their services to maintain an up-to-date CIP in the future and I would have no hesitation in recommending them to other firms looking to create a new / update their existing CIP.

Everyone I have dealt with have been knowledgeable, efficient and professional. The quality of the work has been superb

The team certainly set the bar when it comes to standards, treating both clients and employees with the highest possible regard. In my opinion, We Complement have proven to be a true credit to this rapidly expanding industry, boasting not only a business model which will likely be the envy of your competitors but also consistently providing great opportunities for some very talented individuals