Quality and confidence

Upskill teams and raise advice standards with focused Training and Development

We deliver practical training for advisers and paraplanners who want to feel more confident with complex planning, technical recommendations, and suitability documentation.

Book a call

What this can look like

We’ve helped firms improve advice quality through:

Helped develop and embed new Advice Standards

Live coaching on structuring advice and writing stronger suitability reports

Helping new advisers transition from textbook theory to practical application with clients

Individual mentoring on complex advice scenarios to help meet client needs

Group sessions on IHT planning, Consumer Duty, legislative and regulatory changes and tax wrappers

Case-based learning to strengthen rationale and reduce rework

One-to-one mentoring for paraplanners working on complex reports

We keep it simple for a reason

How we help Advisers and Firms

01. Deliver tailored, case-based training sessions

02. Support individuals and teams at all levels

03. Build capability in technical planning and report writing

04. Provide honest feedback to help people grow

05. Raise standards without overwhelming your team

This service is used by firms looking to build in-house capability, improve audit outcomes, and grow confident, independent teams.

Why it works

We train in real language, using real cases, based on what actually happens in advice firms – not textbook theory. It’s interactive, practical, and focused on building skill and judgement.

Book a call

Training & Development