Business Consultancy services to Existing & Start Up Finance Firms
My name is Richard and I have over 20 years experience working in Financial Services for both large corporate institutions and SME’s.
I have used my years of experience in both worlds to assist both start ups and long standing financial services brokerages to set up, scale and improve business volumes and ultimately increase turnover and profitability.
Advantages
work with me
I will work closely with you to assess your current business proposition and discuss your vision and financial goals before taking a deep dive into the day to day running of your business
I will not only the technology employed within your business but also the use of it to maximise your business efficiencies.
I will create a clear, concise and achievable path for your business to achieve your vision whilst maintaining your business’ ethos and core values.
The action plan I layout for you will have clear KPI targets and dates and involve regular reviews with me to ensure you’re on track with these or provide an evaluation and solutions if these are not being met.
I have worked with firms across the UK and EU and references on success stories are available.
My services cover consultation for firms that provide advice on Mortgages, Pure Protection, General Insurance, Legacy Planning, Will Writing and Property Development.
I look forward to working with you and helping you achieve success!
I provide a free initial consultation which will establish whether I am able to work with you and vice versa. I will then charge for the action plan, and then a commission based payment on performance results of my plans.