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FINANCIAL SERVICES:  Areas we work on with you

We work with many financial providers including;

  • Banks

  • Credit unions

  • Insurance companies

  • Insurance intermediaries

  • Educational providers

  • Insurance intermediaries

  • Stockbrokers

  • 3rd party administrators

  • Credit intermediaries


Services we can provide to you include the following professional qualifications;

  • Qualified Financial Advisor (QFA) , Accredited Product Advisor (APA), Mortgage Arrears Qualifications

  • Credit Union Qualifications for staff and directors

  • Pension Qualifications


Sales and Customer Service areas include;

  • Developing sales and customer service best practice with various regulatory requirements

  • Identifying Best Practice ( the Game Plan) and Process

  • Induction programmes

  • Continuous Professional Development seminar

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