In high-pressure roles in the financial services sector people are expected to think on their feet, maintain professional standards, and stay anchored in their values.
We are here to help you navigate these challenges.
How we can help
Our ambition is to support firms in developing their talented individuals throughout their careers in financial services - empowering both the firm and the business to succeed and developing a confident and credible workforce to fulfil some of the most exciting and influential leadership roles in the sector.
What we deliver
We provide tailored training and coaching for boards, SMF holders and senior leaders, tailored to those in small to mid tier firms that are growing and changing. Our development programmes offer practical, role-specific support—from technical skill to ongoing professional development—designed to build competence and confidence.
About Us
Our consultants, coaches and trainers have a breadth of experience across financial services sectors and disciplines and can provide tailored support to meet your needs.
About our clients
Our clients span the full range of financial services activities including banking, wealth & asset management, brokerage, lending, payments and insurance. We focus on the financial services sector and so, whether you’re a start-up or a more established multinational enterprise, we can provide you with a training solution that is appropriate for your business.
Our Services At a Glance
We offer specialist learning and development planning to the financial services industry. Our experienced team can help you identify, plan for and address learning and development needs across your senior leadership team as your business grows and changes.
We work with your senior management to identify gaps in competencies against your current or future target roles, set objectives and plan activities to help them on that path.
Covering a range of risk and regulation topics from compliance and consumer duty, to prudential regulations and how to manage supervision.
Aimed at those new in role or growing into an expanded remit, we can work alongside your colleagues as they grow in confidence in technical delivery and executive / board level leadership.
Designed to ensure the skills of your senior management are up to date and appropriate to the activities undertaken by your regulated firm and in line with SMCR expectations.
Reviewing the application and supporting documentation, coaching individuals for interview with tailored questions, mock interviews & techniques.
Designed to help your SMFs feel comfortable they are taking the reasonable steps required under SMCR and make regulatory attestations where required.
Our Approach
Our flexible delivery models include on-line and face to face training and virtual workshops covering core regulatory and compliance topics for: