Breaking down that all-consuming duty.

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The Context

Consumer Duty: So what now?!

Consumer Duty may seem all-consuming, but we’ve got your back. From regulatory help to resource, from PROD to paraplanning, we’ve got you covered! Take what you need from the options below. Can’t see something you want?

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If you were looking forward to the implementation date of Consumer Duty to stop hearing about it, then you were sadly disappointed. Consumer Duty is the regulatory landscape of the future, similarly to how MiFID II and SM&CR are all part of the everyday lives of financial planning firms, the Duty is the same (if anything, more prevalent). The exhaustion from the phrase is warranted, it is EVERYWHERE. For some it’s hard to see the woods from the trees with the Duty, so we thought we’d do a handy little recap of where we are and what you need to do to be compliant for all matters concerning Consumer Duty. And it might not be as much as you think….

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Your Freebies

Get Consumer Duty ready.

Designed to break down the rules and help you consider how they are implemented into your business.


A handy checklist to help you review or create documents in line with the new rules.


A mini-guide full of top tips for you and your firm to follow.


A handy template for you and your firm to use.


Our first guide on the all-consuming duty.


Our updated guide on the all-consuming duty.



Your business, our expertise.

Training Workshop

Our Consumer Duty workshop’s are always a sell out.  Take a look to see when our next workshop is happening, for hands on practical guidance.

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From regulatory support, compliance templates, reviews, policies and procedures – to testing, risk assessments and final plan reviews, we have got your back through Consumer Duty!

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Need to free up some time to do what you do best? Well our team of experts can help with all things paraplanning, not just reports! Choose as much or as little support as you need.

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Practical Training

Want to get into the nitty gritty? Our brand new Consumer Duty e-learning module is jam packed with examples, activities and all you need to know about regulation. Make learning colourful with The Art of Finance.

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Our templates team are on hand to make sure all of your advice is up to scratch, on brand and compliant, keeping communications consistent across your firm and throughout the advice journey…

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We can help you build a blueprint for your business with our DNA service. Know your clients, understand their needs, make sure you have the services to help them achieve their goals – what more could you want?

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It’s time to get started!

Get in touch to learn more and chat with our experts about how we can best support you and your firm.

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Paraplanning Service


We are an award-winning specialist provider of flexible, timely and professional paraplanning and administrative support services to support your firm.

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Compliance Support

We offer a fresh approach to compliance, working with advisers to embed technology & structure within their firm, to ensure they are at all times, fully compliant.

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