Developing and enacting solutions
After working for over five decades in finance we realised two things - we love problem solving and managing and developing talent. So we decided to set up a consultancy that enables us to do both.
Our Mission Statement is “To be recognised by our clients as being the best provider of quality cost-effective consultancy solutions within financial services … and by our people as being the best employers to nurture and grow their career”
Who we are
We have gained our experience and grown our network by working for large financial institutions in senior positions.
Together with our training partner we have a combined total of over 50 years’ experience in Investment Banking and Wealth Management.
Since 2017, we have worked ‘hands-on’ defining and delivering strategic and business-as-usual solutions for our clients in Financial Services.
9 years working in Operations, IT, Business Change and Front Office functions.
8 years, delivering organisation change, running the full project portfolio for the UK and Jersey as Head of Change, and leading a European platform transformation programme. Held positions on the Chief Operating Officer Committee, the UK and Jersey Operating Committees and the European Change Committee.
7 years working in Operations and Controlling functions.
9 years, delivering large scale business and regulatory change. Became Head of Operations for the UK and Jersey, previously holding a CF29 position of responsibility with the Financial Conduct Authority. Held positions on the Chief Operating Officer Committee, the UK and Jersey Operating Committees and the Location Operations Committee.
Over 20 years of experience within Financial Markets, Matt has spent the last 5 years working to bring his practical markets understanding to educating clients. Has worked alongside major Hedge Funds and Asset Managers within Prime Brokerage before developing a unique client education program based firstly around Financial Markets and Products and expanded to specialise on the Regulatory landscape and professional development. His vision is built around one simple premise, keep it simple and make it matter.
Learning and Development
Over 18 years experience as a highly commercial HR professional working at a strategic level within Financial Services and other industries. Brings a wealth of experience of leading project teams and other HR professionals to deliver a first class service in fast pace high demanding environments. Proven track record of proactively building and maintaining effective relationships with colleagues and stakeholders at senior level.
Jennifer has over 20 years’ Wealth Management experience including senior Change roles such as Regulatory Programme Manager for a pre-eminent global wealth manager in the UK & Jersey; Design Lead for a European platform strategy; and senior consultant roles managing the design and delivery of strategic change including new client propositions, operating models and acquisitions.
Ian has over 30 years’ experience in Banking and IT in a career ranging from Analyst Programmer, Project Manager and Programme Manager and was Release Manager across all programmes (50+ projects) for the Wealth Management division of a large Tier 1 bank. He is able to offer a wide range of skills and experiences gained in multicultural environments with a solid grounding in engineering processes coupled with a pragmatic and hands-on approach.