Goodness - we have done so much during our working lives it is almost impossible to list it all here.

Of course, we can do the bread & butter stuff - audits, file reviews, consumer duty programmes, management information strategies, risk and compliance documents, due diligence. It goes on.

We are also particularly proud of our social value and wellbeing work and are really keen to share what we have learned with like minded businesses.

If you want to do what you do, but better, you have come to the right place.

What do you need?

OUR SERVICES

Building ‘better’ businesses

Independent Audits

We are specialist providers of due diligence audits and PI risk audits.

We can help you with an ad hoc or annual audit. We can also help with preparation for sale/acquisition or for PI changes or renewal.

No stones will be left unturned. So be super brave, hear it as it is, and work with us to build solutions.

Adviser Development

We are passionate about the development of younger advisers and would love to help you support your team.

Want to establish an award winning Adviser and Apprenticeship Academy? We’ve done it. Benefit from our insight and experience.

Advice Process Reviews

We can undertake a full review of your advice processes and documentation.

We know that long-term adaptations to your processes can make it difficult to see the wood for the trees.

We will provide a critical eye to your current processes. Do your consumer duty, product governance and replacement business procedures stand up to third party scrutiny? Let us give you our opinion.

B Corp & Social Value

Does your business want to become a B Corp or does it aspire to higher social and environmental values? Do you want to know more about what this involves?

We built a B Corp certified Financial Planning firm from scratch and have been fundamental in the ongoing review process and triennial recertification.

We have also created award winning Wellbeing and Sustainability initiatives.

We want to help more firms reach their full social and environmental potential.

File Reviews

We can carry out regular or thematic reviews of your existing files, helping you identify risks and working with you to mitigate them through education and process changes.

Company Recognition

We know it isn’t all about awards, but acknowledge the role they play in providing reassurance to clients, improving your industry visibility and giving a young team something to be proud of.

We have helped firms and individuals prepare and enter competitions and just look what they have achieved:

  • Best Financial Advisers to Work For (Professional Adviser)

  • Young Financial Planning Team of the Year (Money Marketing)

  • Small to Medium Firm of the Year (MoneyAge)

  • Small Apprenticeship Employer of the Year (Worcestershire Apprenticeship Awards)

  • Best Places to Work (The Sunday Times)

  • Outstanding Contribution to the Advice Industry (Professional Adviser)

Together with countless shortlists and highly commended

Anything else ? Just ask