Unburdened Solutions

Share your burdens with US

Helping you navigate
The world of financial planning is becoming more complex. Whether it is understanding new ways of investing or developments in regulation, we are here to help you navigate this changing landscape.
Sharing the burden
The most important time in a financial planning professional’s day is the time they spend working with and for their clients. This is the time when problems are solved, value is added, and lives are changed for the better. Unburdened Solutions can help free up more of this time so you can get on with doing what you do best.
From tiny seeds and green shoots
We are committed to the idea that everyone can achieve excellence in the financial services profession. Whether you are a newcomer to the profession or an established professional we want to help you achieve your maximum potential.

Services

Sustainable Finance
A significant part of the work we are involved in at Unburdened Solutions relates to the world of sustainable, ethical and values-based investing. This is a core component of the business and a key reason for the establishment of the company. We believe that the future of the financial services market and sound financial advice lies in integrating social and environmental sustainability in the financial system.
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Training
A core part of delivering an excellent customer service is making sure that your team are well trained and well qualified. We can work with you to help train you and your team.
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Compliance Support
We are not a compliance consultancy, rather we are here to help you do what you need to do in order to maintain and improve compliance. Our service is bespoke - we will tailor what we do to fit your needs.
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Client Feedback

We have worked with some excellent professionals across the financial services community. We are pleased to be able to share some of their feedback on our services with you.

Alan is a creative thinker but also someone who understands the need for structure and form. He brought value to every professional interaction I had with him, combining a great eye for detail with a healthy sense of humour and consummate professionalism. I would highly recommend Alan to any business looking for guidance in a regulatory and/or training & competence framework.

Katherine Harvey, Head of Projects - The Exit Partnership

Since 2020, Alan has worked with me on various projects for Practical Financial Exams, including the role of Head of Assessment, and on the development of a new training course for a professional body. Alan is one of the most competent, knowledgeable, experienced financial planning professionals I've ever met, and working with him has been a joy from beginning to end. I cannot thank, nor recommend him enough. Someone I now consider a very close friend.

Michaela Pashley, Financial Planner and Director of Practical Financial Exams

“Alan has a gift for translating the complicated into the straightforward. No fluff nor personal agenda; Alan always aims for what’s best for me and my clients”.

Max Leslie, Financial Advisor

Organisations we Work With

Understanding Sustainability

Why not check out our sister site at Understanding Sustainability where we offer a suite of videos to help you educate clients about sustainable finance?

Visit Us Here

Unburdened Solutions

Helping you navigate

Sharing the burden

From tiny seeds and green shoots

Services

Sustainable Finance

Training

Compliance Support

Client Feedback

Understanding Sustainability