Welcome

We have never had more education, greater technical knowledge and better compliance than we have in the financial services sector today – yet often communication and engagement skills are lacking.

After 25 years of fine tuning my own client engagement process in the personal risk advice space, I started my consultancy in 2004 because I felt I could make a difference to any financial advisers who either lacked a methodology or had gaps in their process when offering risk advice to their clients.

I look forward to helping YOU make business a natural consequence of your process.

Chris Unwin
Founder & CEO