Consultancy for financial advice companies

tailored support for financial services businesses
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My Services

My experience as a financial adviser and time spent working at the FOS, gives me a unique understanding of how to help my clients work their way through what can be conflicting approaches to the many challenges and obstacles IFAs currently face.

The way I work with my clients is flexible – whether it be on a one-to-one basis, presenting to team meetings, via seminars or remotely, online.

I work with a number of clients on a retained basis. This includes acting as a consumer duty champion, sitting on an investment committee, providing opinion on complaints and drafting consumer friendly documents.


This is my bread and butter. I really enjoy providing support to my clients on every day and specific consumer related topics.

Complaint assistance

I provide support on complaints that I believe are defendable. I do not defend the indefensible.

Consumer Duty

I act as a critical friend for businesses, challenging their perception of the duty and what is actually required.


Chris has a real in depth knowledge of the Financial Ombudsman Service, and his insights and expertise has been invaluable to our workshops and attendees.

Carla Langley Owner and Founder of Langley Compliance and Risk

Get In Touch

Juniper House, The Street, Woodton, Norfolk, NR35 2LZ

Tel: 07801 550672