Outsourcing technical work is a big decision, especially in complex areas like Business Relief, VCTs and suitability reporting. Advisers want to know their cases are handled properly, their standards are met, and their clients are protected.
The feedback below comes from advisers who have worked with us directly. It reflects what matters most to them, clear communication, strong technical detail, and support they can rely on.
We were lacking knowledge and experience within our administration team, Nicola was recruited to assist with training and implementing a ‘workflow’ for our CRM system. She has built a comprehensive system which tracks all of our business requirements, and her training and support has elevated the confidence and knowledge within the team, exactly what I wanted to achieve. I would definitely recommend Nicola and the team at We Complement, the knowledge and professionalism is exactly what any business requires.
Dawn Wood
Financial Planner
For any small business owners juggling all the balls and trying to keep costs down, I would strongly recommend considering We Complement. My biggest barrier was letting go and trusting someone else to take on roles I had always managed myself — and, of course, justifying the cost. However, while it is certainly an expense, I now view it as an investment in my business. The value they provide far outweighs the cost: I’ve gained back time, increased productivity, and seen my business grow as a direct result.
Warm regards,
Glenn Brophy
Integrity Financial Management Ltd
Working with We Complement has been an exceptional experience. Their professionalism, efficiency, and deep understanding of our industryhave allowed us to focus on our clients while they seamlessly manage the operational side of our business. When a key team member wasunexpectedly unavailable earlier this year, their support was outstanding — they went above and beyond to ensure continuity and maintain ourhigh service standards. We Complement are a trusted, proactive partner, and we would not hesitate to recommend them to any firm seekingreliable and expert support.
Kind Regards
Alison Sellers
Director
Astus Financial Planning
‘The Firm needed our Central Investment Proposition updating, as it hadn’t been looked at for some time. Following market research we approached We Paraplan as they are specialists in this area. The process from beginning to end was very professional, straight forward and completed in a timely manner. Following an initial ‘fact finding’ meeting over the telephone, I sent over the required documentation, and from there We Complement created a new, up-to-date CIP for us. They showed an excellent understanding of our firm, how we work and what needed to be represented in our CIP. We will certainly be using their services to maintain an up-to-date CIP in the future and I would have no hesitation in recommending them to other firms looking to create anew / update their existing CIP’.
Joseph Thorpe
Operations Manager
JM Financial Consultancy Limited
The team certainly set the bar when it comes to standards
The team certainly set the bar when it comes to standards, treating both clients and employees with the highest possible regard. In my opinion, We Complement have proven to be a true credit to this rapidly expanding industry, boasting not only a business model which will likely be the envy of your competitors but also consistently providing great opportunities for some very talented individuals
Colin R
Everyone I have dealt with have been knowledgeable, efficient and professional. The quality of the work has been superb
John Smith
We Complement have been an outstanding partner in supporting both our clients and our internal operations. Their team demonstrates professionalism, diligence, and an unwavering commitment to thoroughness and accuracy in everything they do. They combine technical expertise with a genuine understanding of the practical realities of financial planning, which makes them a rare and trusted extension of our business.
Client Coordination & Support
Nicola Porter deserves special mention. Her attention to detail, proactive communication, and management of client-facing processes have been exemplary. She coordinates meeting bookings, liaises with providers, organises paperwork, and ensures every application is completed and submitted correctly. Nicola also maintains meticulous records on SharePoint, oversees client onboarding, and manages review pack preparation with great efficiency. Her handling of systems like iO, DocuSign, and CashCalc is seamless, ensuring continuity and smooth operation across all client interactions.
Paraplanning & Technical Support
The paraplanning team at We Complement headed by Paul Kenworthy consistently deliver reports of the highest quality — from Annual Suitability Reviews and top-up recommendations to technical addendums. Their understanding of compliance, regulatory frameworks, and client objectives is exceptional. They handle technical queries, CGT calculations, and suitability documentation with precision and responsiveness, all while maintaining flexibility and a collaborative approach with our team.
Their input has materially enhanced the quality and timeliness of our client advice, enabling me to deliver better client outcomes — whether that’s managing pension contributions, coordinating ISA withdrawals, or executing strategic investment recommendations.
As I now move into a new chapter following the recent acquisition of my business, I do so with immense gratitude to We Complement. They have set a standard of professionalism and reliability that will be difficult to match. It has been a genuine pleasure working with such a capable, conscientious, and committed team.
