What’s included:

- A full implementation plan tailored to your business model

- Ready-to-use policy suite: Fair Value, Customer Support, Customer Understanding

- Target market and outcomes framework

- MI and Board oversight templates

- Submission-ready Consumer Duty evidence pack for your application

📌 Ideal for firms applying for EMI, API, consumer credit or investment permissions.

What’s included:

- Emergency triage call to assess the issue

- Bespoke action plan aligned with the FCA’s language and expectations

- Drafting or reviewing your formal FCA response

- Internal evidence logging and board briefing templates

- Optional representation

📌 Ideal for firms facing Section 165 requests, Dear CEO follow-ups, or fair value scrutiny.

What’s included:

- Quarterly CD programme reviews

- Review of board packs, MI, communications and complaints

- Review of impending customer comms

- Real-time / emergency support

- Regulatory update briefings

- Monthly check-ins or ad hoc hours

📌 Ideal for firms with lean teams or shared SMF roles who need backup.

A short, sharp diagnostic when you need clarity, fast.

- 30-minute 1:1 session to assess your current position (or FCA concerns)

- Identify the top 3 risk areas

- A short written summary covering:

— Where you stand and what you need to prioritise

— Whether you need further help or can manage in-house

Outcome: Clear direction and actions.
Fixed fee. No obligation. Book online.