Wecomplement is a company dedicated to simplifying paraplanning and advisory procedures for clients by integrating user-friendly, client-centric, and Consumer Duty-friendly suitability report templates. They also offer services to align Central Investm…
We Complement simplifies the suitability reporting process for financial advisers and Independent Financial Advisers by providing client-centric report templates that comply with FCA Consumer Duty requirements. The service reduces administrative burden through integrated, user-friendly systems designed specifically for advisory practices. Natural referral partners include compliance training providers, data protection specialists, and back-office accounting system providers, as advisers using We Complement's templates typically need ongoing support across these areas to maintain full regulatory compliance. A referral makes sense when a financial adviser is struggling with suitability documentation, facing Consumer Duty compliance deadlines, or seeking to streamline their advisory infrastructure without substantial additional resource investment.