A little bit about us …
Our Story
Our founding team boasts extensive experience in the financial services sector, with a combined tenure of over 50 years. Over the years, they have witnessed a constant evolution of regulations, which has significantly increased the administrative workload, posing challenges to consistently delivering high quality service to clients.
With the implementation of Consumer Duty in 2023, we proactively embarked on a quest to find solutions that empower firms to fulfill their regulatory obligations in demonstrating positive consumer outcomes and to do so in a manner that is streamlined, stress-free, and time-efficient.
Our tailored software provides financial advisers and wealth managers with a comprehensive set of tools designed to effectively illustrate the positive impact and tangible benefits experienced by consumers at each stage of their journey, as well as throughout the entire lifecycle of the products and services they engage with.
Driven by our values …
Honesty & Integrity
We must uphold the highest standards of honesty and integrity in all our endeavours, leaving no room for compromise or doubt.
Respect
We value every individual and believe in treating everyone with dignity and professionalism.
Accountability
Each one of us is accountable for the words we speak, the actions we take, and the results we achieve.
Compassionate
We show kindness and care to every person we come across.
Teamwork
Collaboration allows us to leverage diverse perspectives and skills for better outcomes.
Socially Responsible
We must confidently exhibit respect towards our social and physical environment around the world.
Our team …
Steven Luff-Scott
Founder & Managing Director
Tracey Reddings
Group Chairperson
Jeanine Stewart
Executive Administrator