Routine reviews
Annual-review support at a fixed £145 fee under the published assumptions, with gaps and adviser decisions clearly identified.
Founder-led paraplanning for UK adviser firms
Work directly with Steven on paraplanning that is technically sound and straightforward to use.
I’m Steven Calvert, an experienced paraplanner with a compliance background. Through Compliant, I provide controlled outsourced support that learns your firm’s process, raises gaps early and returns work that reduces adviser friction.
Firm onboarding is open. Client material is accepted only after onboarding and confirmation of the secure case route.
You work directly with Steven
Personal accountability, backed by a properly controlled service.
There is no anonymous production line. I discuss the scope, work on the case and remain accountable for the quality of the handover.
My background spans paraplanning, technical work, IFA office and operations exposure, and compliance file-checking. That experience has taught me where cases tend to generate avoidable queries: unclear rationale, contradictions, weak evidence, missing dependencies and reports that are technically correct but awkward for an adviser to use.
Compliant brings that judgement into a structured outsourced service. Your firm retains the advice, client relationship, regulated responsibility and final sign-off.
Where I can help
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Flexible capacity without adding another review burden.
Research and suitability drafting
Defined research, analysis and report preparation for investments, pensions, transfers, withdrawals, drawdown and annuity work.
Technical case support
Evidence review, scenario comparison and practical challenge where a case needs more than template completion.
Clear commercial terms
Start with one case. No retainer and no minimum volume.
Fees are agreed before work starts. The standard target is five working days from explicit Case Ready confirmation, and one reasonable revision within the original scope is included.
Tell me what would make your workload easier.
Start with firm-level information only. I’ll respond personally and explain whether Compliant is a sensible fit.