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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?

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