Extra support is invaluable to anyone at the start of their financial planning career. My roleplay services are the most ‘newbie-friendly’ way for financial planners to experience realistic client meetings. We’ll build your confidence and focus on key skills in a structured and positive manner. From questioning techniques to documenting client objectives with SMART theory, real-life practice with constructive feedback is the best way to gain trust and credibility in your field.

If you want to meet your annual FCA fit and proper requirements and deliver the strongest outcomes for your clients, flexibly and cost-efficiently, get in touch.