I can present on a range of subjects around suitability, the advice process and how financial advice firms should operate.
My presentations are geared to be focused on helping firms to meet the FCA’s expectations and operate in a professional way. I am able to draw on extensive experience dealing with individual firms and provide examples of good and poor practice.
My presence on a conference agenda usually increases delegate numbers and my normal feedback score is 95% approval rating (good/excellent).
If you are interested in me presenting at an event, please contact me.