adam samuel: consulting

"Adam stops us from being complacent; he knows his subject backwards. knowing he is there adds to our confidence in what we do and how we do it."

Doug Brodie, Master Adviser

"Consumer Complaints and Compensation: A Guide to the Financial Services Market" City & Financial

Consulting Services

Subject areas:

For financial services firms and regulators

  • Treating customers fairly reviews
  • Client agreements and initial disclosure documents
  • Financial promotions
  • Developing products and services
  • Drafting policy conditions, key features, PPFMs and other material
  • Consumer financial advice standards
  • Training and competence
  • Complaints
  • Perimeter fence of financial services regulation

For lawyers

  • Pensions law
  • International arbitration
  • Private international law
  • International business law
  • Expert witness reports

Forms of help given

  • Face-to-face meetings
  • Telephone
  • E-mail
  • Formal opinions
  • Letters drafted to clients and regulators
  • Research papers
  • Audits on the premises
  • Handling or bringing complaints
  • Drafting complaints, financial promotions and other business procedures

Help for you

Adam helps a wide range of organisations like yours - from dispute resolution centres, law firms and publishers to life assurers and small IFAs. For a complete list click here

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