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My key skill is an ability to interpret a set of rules or technical
requirements, and then help an FSA regulated firm apply them to
the benefit the business in two key areas:
  •Helping business implement FSA requirements such as
training and competence, and sales processes in way that
works for them
•Developing systems and training to enable people to acquire,
develop and more importantly apply competence.
Recent examples include the design of a complete general insurance
training and competence programme for a major regional bank and
the design of a programme for pension transfer specialists to enable
them to develop their skills beyond technical ability to the benefit of
themselves and the unit.

With a personal involvement in an IFA practice you can rest assured
that I have a deep personal understanding of the coalface issues an
FSA regulated firm faces in operating profitably and compliantly
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