Always on the front-foot

At Milford & Dormor Financial Planning we are proactive, focused and prepared for whatever compliance legislation requires of us. Beyond this, we aim to create, as well as adhere to, any new best practice arrangements that could benefit our clients.

With this in mind, we were delighted to host a visit from officials at SIFA in November, who spent a day auditing our internal processes, reporting mechanisms and key risk management systems and the controls that Milford & Dormor Financial Planning have in place. We were pleased with their report which, as well as confirming the overarching range of activities that we do, gave us a fresh perspective on industry developments, and also providing hints and tips for areas we already excel in and can continue to push to new levels of performance.

Milford & Dormor Financial Planning are well-placed to take advantage of future market opportunities, with our back-office team in place to do so appropriately and in full adherence of statutory rules and regulations, together with strong foundations of compliance and management oversight.

We are confident in what we do, and it is fantastic to have further confirmation of that from our industry peers.

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Rachael Cameron