A fully supportive and interactive paraplanning, compliance support and complaints-handling service for busy Independent Financial Advisors across the UK.

We help Financial Advisers write reports to allow them to spend more time with their valued clients.

If you’re a Financial Adviser who would rather spend more time with your clients than writing reports or are simply too busy, you’ve come to the right place.

We offer a fully supportive and interactive paraplanning, compliance support and complaints-handling service to our clients.

With high standards, a meticulous eye for detail and quick turnaround times, together with the knowledge that our team is up to date with the latest legislation and financial regulation, you can rest assured that CYA has got your back.

I want to free up my time

Our time-saving services offered to Independent Financial Advisors

In taking the time to get to know you and your approach, each document we produce will be ready to hand over to your client as a finished article so you can get on with doing what you do best, giving great financial advice to your clients, safe in the knowledge that you’ve got professional support from a team with over 25 years of experience in the Financial Services industry.

Paraplanning

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Complaints Handling

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Past Business Review/File Checking

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Product/Provider Research

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TVAS Reports

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Other Support Services

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Our wealth of knowledge and experience has allowed us to work with some of the biggest names in the industry!

I want to free up my time

Don't just take our word for it...

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Let's get started

Are you ready to have more time to spend with your clients?

Please fill the form below and one of our friendly team will get back to you as quickly as we can. Alternatively, call 0330 358 3525 between the hours of 9am and 5pm Monday to Friday.