Peter Fairweather

Financial Services Professional @Pfw Services

Providing financial services support to both small and large advisory firms. We specialise in the delivery of consultancy and support services with years of experience to help you deliver in the areas of:1) Change management2) Compliance oversight covering audit and policy reviews3) Training and Competence services4) Paraplanning Services5)\'Lean Reviews\'6) Project management7) System selection, Implementation, and field deliveryWith a background of running the operational side of an advisory business, We can help your firm through change, whether it be mergers and acquisitions or delivering operational change by way of \'lean reviews\', project management or full system change.With compliance at the heart of our industry, my support extends to Compliance audit, policy making and quality assurance through the building and running of file checking regimes.In supporting your business in the Training & Competence area, we can deliver consultancy, reviews of existing schemes or build appropriate T&C Schemes to meet your supervision needs, we can give you or your executive the piece of mind that you are delivering to the needs of your firm, whilst at the same time ensure you remain compliant with FCA expectations. As well as designing schemes, we can deliver both first and second line supervision for your existing T&C Scheme.With demands on paraplanning services expanding since the RDR, we can support your business through the remote delivery of report writing, leaving you or your advisers to focus on what they do best. Paraplanning services, range from routine suitability letter writing, client reviews or Investment / Pension Analysis Reports.