Roger has over 30 years’ experience in financial services across compliance, supervision and sales management. He is a strong team manager with specific expertise in auditing and quality assessment, and has led large operational teams and national networks. Roger is a qualified Financial Advisor and has a keen understanding of financial products and sales processes.
Donna has 18 years’ experience in financial services operations. She has worked with the largest UK organisations leading high-profile programmes, including business strategy, change and capability improvement. Donna is an expert in operational design and delivery, complaints management & remediation.
Ross has worked in financial services operations & the legal sector for over 11 years’. He is specialist in operational design and delivery; with experience in outcome testing, internal process, change and compliance, including s.166. In addition Ross was called to the Bar in 2011 and has represented clients in company, regulatory and contract law.
Arjian has 9 years’ experience in financial services working for large UK retail banks and the Financial Ombudsman Service. His core expertise is in using management information and data analytics to improve operational performance. Arjian has a Chemical Engineering degree from University of Birmingham and qualifications in project management.
Ross has 15 years’ experience delivering change programmes in financial services and the public sector. He has operated globally for one of the big four, specialising in shared services and outsourcing. His core expertise is in the design, implementation, and delivery of high performing operations. Ross has qualifications in project management and continuous improvement.
Ian is expert in large scale operational delivery. He has 30 years’ financial services experience across the Provider, IFA Distribution and Bancassurance landscape. Ian has held Senior Compliance roles, including Significant Influence Controlling Functions in National businesses.