Adam Samuel builds, advises on and audits complaint handling procedures for general, life insurance and investment businesses.
Increasingly, he also fixes problems that IFAs have with product providers.
Adam Samuel regularly writes articles for financial services journals, books and online news services on a commercial basis.
These consist of analysis of major regulatory developments and topics of current concern.
Adam Samuel offers training in three main areas; compliance, complaint handling and business reviews with each course having the same basic objectives:
- Getting it right first time
- Speeding up the team's work
- Staff personal development
SITE UPDATED13/05/2008: The FSA's Interim Report on the RDR proposes to introduce a notion of "real advice", a 180 degree turn on the original discussion paper.
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
