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FSSC Recognised Trainers
Alison Armstrong
Training and Support Services Tel: 02890 426880 Mobile: 07800 843038 E-mail: info@debtsupportservices.org
Specialist Areas of Training: Compliant debt solutions training, money education training, money management courses Certificate in Financial Planning Certificate in Mortgage Advice and Practice (CeMAP) Certificate in Lifetime Mortgages (CeLM) Certificate in Commercial Mortgages
Anne Clews A Direction Ltd Tel: 01625 828162 Website: www.ladirection.com Email: anneclews@ladirecton.com
Specialist Areas of Training: General Insurance product Knowledge (Payment Protection, Home, GAP, Personal Accident, Critical Illness), FSA Compliance (advising and non-advised selling, Treating Customers Fairly), Selling Skills (face to face and call centre), Customer Service, Management and Supervisory Skills, Performance Management, Coaching, Communication and Inter-personal Skills, Train the Trainer, Team Building and TetraMap (Training Programmes and Certification)
Alexis Collins Accounts Training Ltd Tel: 0208 332 7567 Website: www.accountstraining.co.uk Email: alexis@accountstraining.co.uk
Specialist Areas of Training: Accountancy, Bookkeeping, Budgeting, Finance for Non-Financial Managers and Financial Strategy
Neil Diamond (B.Ed, M.Ed, MBA, Cert PFS) LUMA B.D.C.I Ltd Mobile: 07836 363070 Website: www.lumaconsultancy.com Email: neil@lumaconsultancy.com
Specialist Areas of Training: FSA associated T&C Training, Consultative and Added Value Selling Skills, Internal & External Communication Skills, Supervisory/Managerial Skills training, Cradle to grave training within new business, POS & Electronic T&C training, Specialist Far East Financial Services New Business Training, Managing remote team and Train the Trainer events
Terry Douglas
CCL City Training Tel: 020 7626 2000 Website: www.cclcitytraining.com Email: terry.douglas@cclcitytraining.com
Specialist Areas of Training- for organisations regulated by the FSA and/or covered by Money Laundering and Terrorism legislation: Anti Money Laundering (AML); the role of the Money Laundering Reporting Officer; the role of the Compliance Officer; FSA requirements: Senior Management Arrangements, Systems and Controls (SYSC); Internal Audit; Data Protection; Fraud Prevention; 'Whistleblowing' (PIDA); Business Continuity/Disaster Recovery.
Alison Eagle
Cardiff Pinnacle Tel: 020 8207 9663 Website: www.cardifpinnacle.co.uk Email: alison.eagle@cardifpinnacle.com
Specialist Areas of Training: In-house trainer
Simon Evans Portman Building Society Tel: 01225 777884 Website: www.portman.co.uk Email: simon.evans@portman.co.uk
Specialist Areas of Training: Simon is an in-house trainer who specialises in the following areas: New Financial Planning Manager Induction Training; Higher Authorisaton Training for Financial Planning Managers; Systems Training and Soft Skills Training.
Geoff Gaunt (FPFS Chartered Financial Planner) PRISM Training & Development Ltd Tel: 01324 823820 Website: www.prismtd.co.uk Email: geoff@prismtd.co.uk
Specialist Areas of Training: Financial Planning, CFP and AFPC Exams, Supervisory Skills and Knowledge, General Advisory Skills and Online Examinations.
Madeleine Halliwell
STAC Solutions Ltd Tel: 07932 684343 E-mail: enquiries@stacsolutions.co.uk Website: www.stacsolutions.co.uk
Specialist areas of training: Management & Leadership development, Coaching Skills and 1:1 Performance Coaching, Performance Management, Sales Skills (beginner to advanced), Communicating and Influencing, Designing and Delivering Memorable Presentations; T&C Supervisory skills, Business Development and Account Management. Business Planning, Building Rapport, Customer Services & Telephone Handling skills, Team Building, Train the Trainer
Tim Hattersley (MBA, Dip PFS)
DSW Tel: 01302 760008 Mobile: 07770 554498 Website: http://www.dswconsulting.co.uk/ Email: th@dsw.uk.net
Specialist Areas of Training: Management and training consultants – Specialists in leadership and talent development / supply of financial services expertise on a project, interim or full time basis / regulatory qualifications and training.
John Jones
Insynergi (UK) Ltd Tel. 01793 608807 Mobile : 07854 826428 Website: www.nmsquared.co.uk E-mail: johnjones@nmsquared.co.uk
Specialist Areas of Training: Certificate in Mortgage Advice and Practice (CeMAP) Certificate in Regulated General Insurance (CeRGI) Induction training for Mortgage Advisers
Andy Leese Complete Learning Systems Tel: 01538 371084 Mobile: 07970 104039 Email: andy.leese@lineone.net
Specialist Areas of Training: Management Development, Training Needs Analysis, Coaching, Mentoring, Supervisory Skills, Interpersonal Skills, Sales Skills, Induction, Assessment, Recruitment, Sales Process, Product Knowledge, Competency Regimes and Call Centre Skills.
Julie Pardy Worksmart Tel: 01908 613613 Mobile: 07810 860967 Website: www.worksmart.co.uk Email: julie@worksmart.co.uk
Specialist Areas of Training: Supervisory Management Systems training for Sellers, Sales Managers and Head Office Users, Training & Competence Scheme Design & Training Delivery.
Steve Pittaway KTP Solutions Ltd Tel: 01933 675470 Mobile: 07973 986988 Email: ktpsolutions@btinternet.com
Specialist Areas of Training: Sales Skills, Soft Skills, Management & Supervisor Development, Regulated Sales Induction Training and Regulated Supervisor Induction Training. Technical Skills, Product Knowledge, Regulated Assessment and Assessment Centre Managment and HR Requirements
Harriet Ray
Cardif Pinnacle Tel: 020 8736 5449 Website: www.cardifpinnacle.co.uk Email: harriet.ray@cardifpinnacle.com
Specialist Areas of Training: In-house trainer
Michael Smith (Cert CII) Chaucer Insurance Tel: 01227 284716 Website: www.chaucerplc.com Email: michael.smith@chaucerplc.com
Specialist Areas of Training: In-house trainer
Malcolm Smith (LLB FCIB DipM APFS MCIM)
Welland Valley Training LLP Mobile: 07921 339723 Email:wvtraining@btinternet.com
Specialist Areas of Training: Examination tuition for CII and IFS basic and advanced papers. Technical sessions for CPD. Paraplanner and administrator skills, research and problem solving. Soft skills, communication, making presentations and personal development. Business, supervision and management skills, marketing and team development. Train the trainer, coaching and mentoring. FSA compliance and T&C.
Nemesia Willis (Dip CII) Chaucer Insurance Tel: 01227 284962 Website: www.chaucerplc.com Email: nemesia.willis@chaucerplc.com
Specialist Areas of Training: In-house trainer

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