Review Time
During my health screening, the professionalism, assistance, and encouragement I received were exceptional. The clear communication ensured everything went smoothly, resulting in my complete satisfaction with the service. I wholeheartedly recommend this experience, a perfect 10/10.
During my health screening, the professionalism, support, and motivation I received were exceptional. The clear communication made everything run smoothly, leaving me very satisfied with the service. I highly recommend this—definitely a perfect 10/10.
We utilized the 'Deposit Risk Assessment' provided by the service and found it extremely beneficial. Although we were confident in our reconciliations, the report highlighted minor issues that will certainly aid our compliance efforts. We wholeheartedly endorse their service.
We have engaged the service for many years to conduct our annual Health Check Report. They have consistently been efficient, handling the entire process quickly and professionally. We look forward to returning next year—thank you very much.
I wish I had known to ask for a trial before committing. I was only active for three days before realizing it didn't align with my business model. I raised my concerns right away, but despite explaining that the platform wasn’t suitable, I was still required to pay for the full 12-month term. If you're uncertain if this service will work for you, definitely ask for a trial first. Three days was enough for me to see it wasn't right—unfortunately, not enough for them to show any flexibility. Be sure you're confident before committing, as once you sign, you're locked in for the full year. There's no room for negotiation or understanding for small independent agents.
The service conducts our Client Money Protection Health Check each year as required by membership standards. We appreciate their attention to detail and the speed at which they complete the requirements. Special thanks to our contact this year, who was very helpful in identifying a mistake we made on the application and resolving it efficiently. We will continue to rely on this service for our annual checks.
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