Professional organisations in the insurance and financial planning sectors

The Chartered Insurance Institute

…a range of training modules, test questions, seminars, research papers, podcasts and articles.

The Personal Finance Society

…a complete training course at both introductory and leadership levels.


and clients operating in the UK insurance market:

A small property and liability insurer in the Lloyds market

…projects included target setting and performance analysis.

A medium UK composite insurer

…projects included target setting, risk assessment and programme design.

A large insurance and reinsurance firm in the Lloyds market

…a research project on emerging trends

A large wealth management firm

…a research project to weigh available options

 A medium training company in the financial services sector.

…a suite of test questions and a review of associated study material

 A medium UK composite insurer

…a review of how performance was being analysed and reported.

 A large UK insurer

…a review of the implications of emerging trends

A small mutual insurer

…a ‘second opinion’ review of strategic proposals

 A leading UK personal lines insurer

…providing ‘expert opinion’ to an internal workshop


Other Clients outside of the insurance and financial planning sectors

  • a leading UK property consultancy
  • two leading law firms
  • a large leasing company
  • a leading property developer
  • a housing charity
  • a global firm in the sports goods industry