Consultancy services

This is a service tailored to your own business in an easy to understand and compliant format. 

I have experience of a wide range of tools and providers. I can get your case ready for you, so all you have to do is focus on the client.

I have a wide range of experience from setting up a directly authorised wealth management company to preparing business for consumer duty. Let me take the headache away and leave you to focus on your clients.