Our Services
Compliance Services
We offer a supportive, collaborative 'paracompliance' service that empowers financial professionals to do compliance well without feeling burdened.
We provide high quality support and detailed due dilience on a range of areas.
Training
Our training isn’t about ticking boxes, it’s about building confidence and competence.
We deliver practical, engaging sessions that help financial planning professionals integrate compliance, sustainability, and technical excellence into everyday practice.
Technical Authorship
As specialists in the compliance and ethical aspects of financial planning, as well as sustainable and behavioural finance, we are available to provide technical authorship on a wide range of subjects.
Research
With a background in investment research and the expertise borne of academic study, we can provide targeted research to suit your needs.
Recent research projects have included:
- Financial Services Ethics
- Non-financial Misconduct
- Sustainable finance education