Summary of most recent projects

Leap of faith

It’s been a busy time here at Quality Platform Solutions, focused on delivering multiple projects for a variety of providers and financial advisers. Below is a short summary.

  • Provision of ‘take to market consultation’ for a new financial advisory proposition; with responsibility for the development and initial delivery of the strategy (client: Legal & General)
  • Responsible for all IFA research across Scotland and Northern Ireland, regarding pre- and post- Retail Distribution Review (RDR) behaviour and attitudes (client: CWC Research)
  • Project management, ‘Take to market’ strategy and process development for the launch of a new web based investment proposition (client: www.whichetf.co.uk)
  • Responsible for the development and delivery of a focused training programme for Wrap Implementation Managers, using team based learning and insights (client: Aegon UK)
  • For various financial adviser clients, I have been involved in proposition development, platform and DFM due diligence – assisting with decision making and documentation (clients: various)
  • I was responsible for the development of some of the J11 Course Material, specifically related to Wraps and Platforms (client: Tax Briefs)
  • Provision of independent consultancy for the delivery a large scale platform selection and due diligence project for a well-known London based wealth management firm (client: Wealth Manager, London)

If you have any questions about these projects or how I could support you in delivering against your business objectives, please get in touch.

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