With over 80 years combined financial service experience and a reputation for working hand in hand with our clients to assist them grow their business, recent projects our highly skilled consultancy team have been involved in include:

  • Assisting a new lender achieve FCA authorisation
  • Creating a suite of specialised Computer Based Training (CBT) programmes for
    a major UK regulator
  • Developing a range of online and face to face training programmes to enable a major
    bank fast-track their advisers to fully competent status
  • Creating a succession-proof Learning & Development programme for an international
  • Assisting a major FS organisation prepare for an FCA audit
  • Creating a full suite of compliant T&C documentation for an FS organisation to
    enable them to move into a new advice sector
  • Undertaking a comprehensive mystery shopping exercise for a UK bank including full analysis of our findings and the creation of a comprehensive training programme to fully address any remedial action required
  • Providing a full supervisory service for a lender whilst they upskilled their staff

  • Please send me updates on Financial Services legislation.