top of page

Staff Training

We are proud that 100% of our employees participate in a variety of  development and training events throughout each year.


We feel that we have an obligation to our staff and our clients to ensure our team are on a constant development journey.

As a minimum, our staff will complete training in the following areas:

  • Vulnerable Persons

  • Systems & process training

  • Anti-bribery procedures

  • Data Security and GDPR training

  • Anti-Money Laundering 

  • Conduct rules

We also encourage our team to attend events and Continuous Professional Development (CPD) events provided by external companies, including the Chartered Insurance Institute (CII), Personal Finance Society and Compliance First.

We like our team to have access to personal development opportunities from reading books, attending webinars, podcasts and attending seminars.

bottom of page