Introducing Our Consulting Team:

Established in 2000 we are a small, focused group of professionals with specialist expertise in the financial services management, marketing, distribution and training fields. For information about our projects click here. 

Michael Larsen

Michael is a talented copywriter, well-known freelance journalist, and author. His excellent written communication experience has been employed in advertising, web site developments, and investment statements in work for our clients.

Margaret Stanley

Margaret is a project consultant specialising in industry forums – our approach to strategic initiatives that affect either the industry as a whole, or an entire supply chain. She joined us with extensive expertise in consulting from the UK.

Kelly Pulham

Since joining the firm in 2009, Kelly has become our office manager. During her time with us she has become an integral member of the consulting team. Her attention to detail makes her a real asset especially when we frequently manage a number of projects concurrently.

Alan Rafe

Alan is an astute and highly skilled leader, he has had considerable success in growing existing companies using multiple distribution channels and new start-ups. He has developed an ability to understand where the value lies in a company and in doing so, is able to find the best way to focus company resources to maximize this value. 

Frances Hutchinson – BEng

Our database expert Frances provides data analysis skills and supervises the data capture and management work for larger quantitative research projects.

Support staff provide database development, data entry, and accounting functions for us on larger projects.