Purdy was a mortgage adviser before leading compliance and supervision in both mortgage networks and DA firms.

Navigator is suitable for investment, pension, mortgage, and protection advice firms.

The offering aims to help financial institutions strengthen compliance, reduce operational costs and combat financial crime.

Firms are spending 65% of their time on business, compliance, and staff development needs and only 35% on client meetings, a study by tech platform Model Office - in association with...

Square 4 helps firms navigate compliance, regulatory challenges, and operational improvements.

The tags enable advisers to identify which products require an affordability calculation.