Consultancy

Consultancy

Consulting planning

Wealth & Asset Management Consultancy

At The Patterson Group, we pride ourselves on helping financial services firms reach their potential. With a passion for excellence and a commitment to delivering results, we specialise in developing your processes and training your staff to achieve the firm’s goals.

The financial services profession in the UK has traditionally seen strong growth. But today, with tightening regulations, an emphasis on professional qualifications and increasing competition, it’s forcing the vast majority of firms to look to get more out of the team they already have. Whether that be through obtaining Chartered status, upskilling the paraplanner and administration teams, promoting those within the firm to management and team leader positions or simply trying to ensure the team stays up-to-date with any regulatory or planning changes.

In addition to all of the above, your client expectations are evolving. Clear communication and effective customer service is not only expected but is paramount to retain their trust. Clients want to know exactly what they are paying for and financial services firms need to know how they can maximise any return to their clients. And the most effective, and cost efficient way of doing this, is through developing your team.

We understand that any firm’s most valuable asset is its team. That’s why we offer innovative solutions that will empower your employees to reach new heights of performance and productivity. We offer four main specialities of consultancy; CII exam support, upskilling paraplanners, management training and firm-wide training and our proven methodolgies are designed to enhance your team’s skills, improve their knowledge and equip them with the tools they need to add the maximum value possible to your clients.

"What happens if we train our prople and they leave?"

"What happens if you don't, and they stay!"

Revolutionise your business with The Patterson Group

With over two decades of experience, our team of seasoned consultants are experts in financial services and posses a deep understanding of the challenges and opportunities that your firm faces. We take a personalised approach, tailoring our services to meet your unique needs, goals and objectives.

Choosing to partner with The Patterson Group means unlocking the full potential of your team. Through our dynamic training programs, workships and coaching sessions, your team will gain the skills, confidence and motivation needed to deliver exceptional results for your clients. We are committed to driving positive change, creating a culture of continuous improvement and empowering your people to thrive in a rapidly evolving financial services industry.

For more information on our core areas of consultancy, please click the relavent area below.

CII AF5
CII AF5
Upskilling Paraplanners
Upskilling Paraplanners
Stepping Up to Management
Stepping Up to Management

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