Like all consultants, we listen and talk to our clients.

Unlike others, we don’t talk openly about our clients, so you won’t find a page of logos or testimonials on our website. We treat our clients’ business as highly confidential; we find they appreciate this in the tough competitive financial services market.

That said, our clients are all in financial or professional services. That’s all they have in common, they range from international banks to independent financial advisers and wealth managers, new-style platform service providers to traditional stockbrokers, general insurance companies to consumer credit businesses, and more.

Recent assignments

•    Board training
•    Establishing new Permissions
•    Strategy

What we are currently obsessing about

We think hard about tough issues and problems in our sector. We take initiative and seek to influence industry participants when we think it’s necessary to get some action. Our experience-based approach means we have well-rounded views about current and upcoming issues that our clients face.

Platform models
New forms of advice
Social media risk
Newly regulated Consumer Credit firms
Quality assurance of CASS resolution packs