At We Complement, we’re experienced suitability consultants and operational improvement specialists. We understand the dedication it takes to help clients achieve their financial goals because we’ve walked in your shoes. That’s why we exist: to make sure your financial planning business runs seamlessly, with clarity, efficiency and confidence.
We specialise in identifying inefficiencies, fine-tuning processes and embedding due diligence that withstands scrutiny. Our goal is to take the complexity off your plate so you can focus on what matters most. Delivering outstanding advice and building strong client relationships.
We’re not just a service provider.
We’re a strategic partner that enhances your business, complements your capabilities and helps you deliver exceptional outcomes.
A message from our founder:
At We Complement, our mission is simple. To help advisory firms deliver the very best for their clients. We combine deep experience in financial planning with the structure and precision of proven methodologies like Six Sigma. We’re committed to evolving outdated, overly complex processes and championing smarter, more sustainable ways of working.
Over the years, we’ve built long-standing partnerships with leading financial planning firms, becoming a trusted part of their teams. Our work spans far beyond delivering suitability reports or conducting due diligence. We actively improve internal operations and client communication.
We see suitability consultants as embedded partners, not external support. Every member of our team brings a planner’s mindset, prioritising your business success above all. In today’s Consumer Duty landscape, we take our role seriously. To help ensure every client receives advice that is clear, effective and genuinely aligned to their needs.
Why We Complement?
Because that’s exactly what we do. We integrate seamlessly into your business, strengthening what already works and resolving what doesn’t.
We don’t replace your vision. We amplify it.
