Founded in 1879, The London Institute of Banking and Finance (LIBF) provides education and training all around the world. LIBF is an awarding body for professional qualifications in areas including regulated advice, retail and commercial banking, and trade and transaction banking. We advance careers by equipping people with the skills and capability the sector demands. This results in better professionals and corporations, and happier customers.
The Verve Foundation was set up as a not-for-profit back in 2021 with a very specific mission in mind; to help those who were facing unemployment in the many industries that had ground to a halt due to the Covid-19 pandemic.
Fast forward to today and the Foundation now exists as a central place to do good in the financial services industry. With our initiatives growing and a clear vision in mind, we’re working hard to invest in the future of finance and make it a far more diverse, accessible, innovative and welcoming place to be.Â
You can check out their existing initiatives on their website:
www.thevervefoundation.co.uk
Or contact them for a chat – hayley@thevervefoundation.co.uk
BTS are ‘The Exam Experts’ when it comes to level 4 and level 6 exams. We have 20 years of experience and have trained thousands of candidates in this time. Our expertise is second to none. We provide a range of options to support candidates with the CII Diploma in Regulated Financial Planning and the CII Advanced Diploma in Financial Planning. We have a proven outstanding track record of exam success for candidates and offer a variety of support materials. These include: BTS versions of the examining body study guides, amazing eLearning modules, remote open workshops and an App R0 study buddy. We also deliver Academy programs for clients of all sizes, from large wealth management firms to smaller practices. Go to our website to see more about what we do and how we can help you.
Email: enquiries@bespoketrainingsolutions.com
01748 822777
www.bespoketrainingsolutions.com
Chartered Paraplanner & Director of Planworks
Plan Works is an outsourced paraplanning company, offering support through paraplanning and consultancy to Financial Planning firms across the UK.
The company was founded in 2013 by Nathan Fryer, and Chartered Paraplanner Sian Davies Cole joined in September 2020 as a fellow Director & co-owner. There are now a further two members of the team, who are Paraplanning Administrators and on their journey to becoming Paraplanners.
We all work from home and our core beliefs are Quality, Happiness, Fairness and Opportunity. We put the end client at the centre of the services we provide.
Founder and Director of The Yardstick Agency
Phil is a highly experienced financial service professional who has been an adviser, business owner, marketer, recruiter, lead generator, and development manager. His combination of experiences and transferable skills gives him a unique depth of financial services knowledge.
The Yardstick Agency is the UK’s highest-rated marketing agency specialising in the financial services sector. We help financial advisers/planners, support service providers, product providers, and investment managers market their business more effectively. Our aim is to be the go-to people when you need to put some ‘oomph’ into your marketing. We believe marketing isn’t a cost. It’s an investment in your future. Get it right, and your business will be stronger and more sustainable.
Website: Yardstickagency
Emails: hi@theyardstickagency.co.uk
Telephone 0115 8965 300
Brand Financial Training provide FREE and paid learning materials to help you pass your CII exams.
Join 40,000+ of your fellow financial services professionals in using their exam resources. Written by a team of experts and designed to suit all styles of learning, resources have proven to help customers successfully pass their exams time and time again.
www.brandft.co.uk
Or contact them for a chat – theteam@brandft.co.uk
Who we are – Charles Mosley is a consultant and mentor to the financial services profession, with 30 years of continued success in building and implementing business structures and models. Charles has led many teams and projects at blue chip organisations and successfully founded and exited two advisory firms.
How we work together – We find out what your biggest challenges are and what you really want, then build the most inspiring strategic plan to ensure your long-term plans are exceeded. We are there with you through all the implementation stages to ensure that every outcome is achieved by aligning our goals with every team member, then reviewing where you can continuously improve. All this is done with passion and pride.
