Positive Development Consulting

Hi, I’m Michael and I help financial planners take their services to the next level with in-depth, hands-on training and support.

Whether you’re a financial planner or senior compliance officer, you’ve found your way here because you want a well-regulated, top-quality service and workforce. You want honest, customised support and solutions, delivered flexibly and cost-effectively.

Together, we’ll make sure your internal compliance objectives are met under the certification regime and help you push higher with your training. Whichever service you require, you’ll be working with someone who has a vast experience of training and competency.

I’ll support you in providing the very best for your clients to understand their objectives and needs and build greater trust. You don’t need to go anywhere – most of my work is done internally, with your business values at the centre of everything.

Working within the structure of your company training and competency scheme to support your requirements, I deliver high-level training through the following services:

● Live client observations

● Realistic roleplay scenarios

● Pre-competency assessments

Why Positive Development Consulting?

If you want to put your clients first, you have to get your training right.

With 20 years of experience in financial services, I’ve successfully adapted to the ever-changing regulatory world and coached others to do the same.

What I stand for:

Collaboration

This is about your business and its values. Together, we’ll work to achieve your annual FCA requirements and create a smoother planning process. I guarantee it won’t feel like a yearly obligation – my consulting is a constructive collaboration that’ll shine through in your own client relationships.

Independence

My small consulting service can achieve big things. I only work with clients who share similar beliefs and values to my own – which means my clients trust me to deliver meaningful training in a caring, responsive manner. Close coaching with a dedicated trainer provides a more personal and effective learning experience.

Open-mindedness

It’s not easy achieving results with ‘how-to’ information, reference guides and tick-box exercises. While training and competence is a framework, it’s not meant to mean one size fits all. I support the management of risk by truly getting to know the planners I work with. There are always ways to enhance your offering and I’m happy to provide objective and constructive feedback to propel you to the next level.

Ultimately, my role in your business is to help you reach your desired objectives much faster than you would without my help. See my consulting services for more information.