Financial Advisers

RDR Implementation & Training

Wealth Port Limited - absolutely excellent

RDR Presentation

Alan Eaton Financial Services "very interesting"

Paul Wearden, Fernleigh Wearden & Co "Good detail of facts"

Phil Clerkin, Parkgate Financial Services "In depth presentation on RDR & VAT implications"

Sandra Medlicott, "The RDR was extremely useful and something I would like to take further. Thanks."

Trust Training for Financial Advisers

Brendon Utley, Legacy Financial Planning, "excellent presentation. Lots of material covered in a well informed and articulate way."

Business Consultancy - Increasing Profits

"You have changed my life fundamentally, thank you". John Kenny Levick.

Product Providers

Development Training Days for Product Providers and Investment Groups

Mike Blunt, Partnership Director, St. James's Place Wealth Management commented 26 January 2012 "Just a quick note to thank you very much for organising, running and contributing to an excellent day on 24th January. I really do think the content and the hand-outs were top quality and will significantly impact on the results of the Northern Area BAM's in 2012."

Mike Gravestock, Estabishment Director, St. James's Place Wealth Management commented 29 February 2012 "Thank you for putting together an excellent Development Day for the London Business Acquisition Team yesterday. The feedback from Damian and a number of his team has been uniformly positive".

Trustee Advisory Services

Solicitors CPD training on Trusts and Charities

The overall rating of the course was "Excellent".

Becky Sharp, Cottrills, commented "Good to set out new Charity Commission requirements"

Debra Coady, Co-Operative Banking Group Legal Services commented "combined clear breakdown of relevant legislation and guidance with good practical advice".