Please use the contact link at the bottom of the page.

If you have any questions, comments or an enquiry regarding the website, services or events, we will be more than happy to help, Or if you just want to give us feedback, please make contact.

Please use the form provided to submit an enquiry

Please use the contact link at the bottom of the page.

Our Services

WorkshopsChange Difficult Not Changing is Fatal Words Bulletin Board

We offer workshops for attendees to gain knowledge around TCF and to understand what must be done to implement a TCF strategy. We provide case studies and our style is both challenging and practical. Our objective is to ensure that attendees can take away real action points that can be implemented in the business.

Tools and Resources

We offer up to date news, content and insights on regulatory change around the world.

We offer a gap analysis tool that can be tailored for your use to assess your firm’s position in relation to TCF outcomes, and templates and documents that will help you with your TCF project plan.

We will also be developing the tools to include practical assistance with business and change management.

Guide to Treating Customers Fairly for IFAs – Download
Gap Analysis & Action Plan April 2013 – Download

Consultancy

Complex businesses require complex solutions and we have a wide range of expertise and resources to support you, both internally and externally, through our strategic partnerships in compliance, risk management, technology and training. We are delighted to be part of The TCF Consortium – a group of like-minded businesses who share a common goal.

We are regularly asked to consult on positioning financial services businesses for the future and we have specialist skills and experience in areas where advice is delivered to consumers.

We have designed a valuable programme for forward thinking independent financial advisers and brokers who understand that change is inevitable, and who wish to accelerate the transition of their business to a sustainable future model.

Contact TCF!
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