Happy Clients

Julia Newman Senior Group HR Office Lighthouse Group PLC

"The feedback we have had on your most recent range of Personal Development Programmes has been excellent. Thank you. Competent Adviser is adding value to our advisers every day. "

Adnan Gill, NMBA

"Everyone at the Helpdesk have been absolutely fantastic in helping us get to grips with everything since inception and are always willing to go the extra mile. Each member of your staff is very efficient, knowledgeable, courteous and extremely helpful. As a client we can’t ask for a better service, thank you! "

Alan Mudd, Director, Charcol

"Dealing with Competent Adviser has been a fantastic experience. 100 % of our candidates passed and all at the first attempt ! In all my years I have never come across such sustained academic achievement as you have achieved for Charcol Direct. I would happily recommend Competent Adviser to other organisations and people new to the industry. Thank you once again."

Sam Roberts, Hinckley & Rugby Building Society

"We had our 3 days Mortgage Advice training course last week with Competent Adviser and they were absolutely fantastic!! Every element of the course was perfectly organised, planned and delivered to a very high standard - but had a real personal touch to it also. On day 1 our staff were all feeling slightly nervous, having never given advice before ,however the course was set out and delivered in such a way, that all fears appeared to have gone by the end of the first day - and by day 3, it was like a different group of people! They were so confident, even the role plays didn't seem to faze them! The delegates have had nothing but positive comments in regards to the training and can't wait to start giving advice! "

Hieth George, Nationwide Building Society

"We have had a 100% CeMAP first time pass rate with the help of Competent Adviser."

Paul Broadhead,Head of Mortgage Policy,The Building Societies Association

"The feedback from the London course was great so we are really pleased."

Andy Fouracres, Lighthouse Group

" Your help is much appreciated. I have to say this is the kind of service that sets CA above the competition. Kind regards Andy "

Paul Ingleby, Nationwide MMR Project, Training Planning & Implementation Lead

"Superstar as always, thanks Gillian!"

Martin Woodcock, Beaufort Group

"At our first meeting with our new Regulator, they were very impressed with C.A.s ability to track and record reading assignments for FCA and Hot Topic updates."

Claire Goatham, Client Services Manager, Leading Accredited Body

"I just wanted to say a big thank you for giving me access to the Cert RBCB programme. I sat my exam last week and got distinctions in both units and I am so chuffed! I found your online study programme really useful and the tests / exams and unlimited mocks were excellent for revision Thanks again! Claire "

DipFA Student, Major UK Bank

"‘I was dreading this before and now I am really looking forward to it’"

Stephen Ilett, Whitechurch Network

"'Thanks very much. I like a product developer who listens and reacts quickly. Yes you can quote me!'"

Andrew Elson, Beaufort Group

"The Competent Adviser system is really good for embedding learning and I have picked up a few points of knowledge, one point especially was helpful for a complicated issue for a client I have been dealing with for some time and needed to sort out so thanks for introducing this system. I would encourage all advisers to look at the “wrong ones” and learn why…………… "

David Lewis, IFA

"Just wanted to pass on my thanks for your online help to get me through FSRE. Having just passed this today I am convinced that the extra learning with you made the difference between a pass and fail. The 'demanding' level of your questions were higher than the IFS test papers and was entirely in keeping with the actual exam ones. Thanks again David Lewis"

Clive Tuckett, Lloyds Banking Group

"Competent Adviser certainly gave me an edge.."

Norman Milne, IFA

"Just wanted to say that the Competent Adviser website containing my pdp was the best learning tool of all time. The index at the end of each chapter that took you to further reading was a dream for non computer literate people like me as the topic has been found for you. Without doubt the only way forward for future examinations. Thank you very much."

Ben Weighill, Links Financial Management

"Competent Adviser aided me in passing 3 exams and becoming CeMAP qualified in under 3 months, from a starting point where I had no knowledge of the financial services industry. I am certain that without the use of Competent Adviser’s professional development programs and testing tools, I would not have been able to achieve the two Distinctions and one Merit pass in my FSRE, CeMAP 2 and CeMAP 3 exams with such confidence and speed. "

Level 4 Student, Major IFA network

"‘Much more specific content than the examiners site’"

DipFA Student, Major UK Bank

"‘Will save me spending hours on Google, not knowing what is and what is not relevant – this has everything I need in the one place’"

Level 4 Student, Major UK Bank

"‘Looks like it will solve all my problems and am pleased to find it so user friendly’"

Tony Lewis, Training & Competence Scheme Manager

"Our Appointed Representatives are often amazed at the scope of quality information that is available within the website. Above all, they appreciate the opportunity to learn at their own pace and test their knowledge as they go along. The team at Competent Adviser have demonstrated a willingness to work with us to achieve flexible solutions to our Training & Competence needs. Their customer service has always been first class."

Thinc Destini

"Competent Adviser has become an integral part of our organisation within an incredibly short space of time. The functionality it delivers is a tremendous tool"

DipFA Student, Major UK Bank

"‘Love the fact that I can bookmark relevant searches and come back to them later – that saves so much time’"

Royce Wilkie

"I wanted to thank you for your efforts in helping me pass my regulatory exams. As I mentioned studying has 'never been my thing' and having only been in the country one year I felt my lack of UK knowledge may hinder my progress. I needn't have been concerned having gained a merit pass in both exams. I believe this to be a true testament to your excellent learning techniques, the essential Competent Adviser system and your willingness to do that little bit extra for us"

Paul Hobson, Mortgages Direct

"I have nothing but good things to say about Competent Adviser. Mortgages Direct use it for all our learning, testing and CPD and it serves our purpose well. It is easy to use and provides a full audit trail, which is essential for our requirements under the FSA. "

Richard Griffith, Chairman, Network Data

"The online nature of this solution enabled us to meet the regulatory requirements for regular adviser assessments and training without the need to take our members away from their day to day business activities"

Richard Donaldson - Director, Adam & Company PLC

"..extremely professional...a rewarding experience... an exceptional teacher"

Sally Laker, Managing Director, Mortgage Intelligence

"The courses were well structured and professionally run with the content geared towards teaching us exactly what we needed to know to achieve examination success. All of those who attended my course not only passed on their first attempt but felt the enthusiastic style in which the course was run made the experience a pleasurable one"

Damian Cain, Director, Complete Mortage & Loan Services

"We found the training courses to be invaluable, full of great tips which help to retain information and carried out in a professional yet relaxed style. We would highly recommend Gillian’s courses to anybody."

Bart Brownell, Director, Kaupthing Singer & Friedlander

"You do a great job of making the dull fun!"

Julian Elkington

"I found the course to be hard work and very rewarding. The combination of Gillian Tait's teaching methods and the 24 hour accessibility to Competent Adviser's on-line learning tool is a definite recipe for success. I would highly recommend this course to anyone looking to positively advance in finance."

Hayley Woolridge UCB HomeLoans

"I find the Competent Adviser website brilliant. I could not revise without it."

Robert O'Neil, John Charcol

"A sophisticated learning environment that ensures retention of knowledge and enabled me to achieve Competent Adviser status."

Tim Treadwell, Bentley Leek

"I thought that the course was excellent and covered everything we needed. Thank you for making a potentially miserable 2 days so enjoyable."

Andy Barnes Premier Mortgage Shop

"Very well presented and informative. Has given me the confidence to make a success in my new career."

Chris Cone, Standard Life Bank

"Good background information to help subject to 'stick'"

Current Level 4 student

"‘All the knowledge I need in bite sized chunks’"

Barry Burton, Openwork

""If you're currently taking the IFS diploma I would say Competent Adviser is an absolute must have system. There's a wealth of information within the system, as well as lots of useful links to other web sites, with relevant information for your assignment. In addition to the content, there's also a facility to test your understanding of the subject. You've got everything you need all in one place, without the need to aimlessly search the internet, which saves you hours." "