Consultancy

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
bank
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

“Cannot thank the team at Competent Adviser enough for the excellent training material and the support they provided me. The online learning modules and tests gave me both the knowledge and confidence to pass at my first attempt. I cannot recommend them highly enough.”

Will Avrili Paraplanner Mortgage Force (UK) Limited