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An Award Winning Team you can Trust

Financial Services colleagues from firms of all sizes trust our team at About… Financial to give them the support they need when getting a little outside help is the best option.

Whether it’s undertaking thought leadership research, designing and delivering training that engages as much as it educates, writing/editing documents and textbook materials, or consulting and providing technical guidance on major projects, there’s nothing we enjoy more than rolling up our sleeves and getting stuck in.

When you work with us, you’re enlisting the support of a true partner who’s been there, done that, and – quite literally – written the textbook.

As a strong team, we’ve got all the expertise you’d want us to have when it comes to Financial Services, but our true About… Financial specialism lies in Later Life planning, so aspects like equity release, long-term care and estate planning… it’s what we do.

We love showcasing our talents and producing results that solve the problems of today’s financial services sector. Trusted by Canada Life, Key Group, Legal & Generalthe Equity Release Council, Justthe CII, and Taxbriefs... and the winner of not one but TWO Air Later Life Lending Awards, we must be doing something right.

Our Services

Consultancy and Research

Writing and Editing

Face to Face Training

E-Learning Provision

Sales Development

Our Commitment

Our commitment is simple. We do what we say we’ll do when we say we’ll do it. And, if we can do a little bit more, we’ll do that as well.

We want to help each of our clients move their business forward, whether that’s through training design and delivery, technical checking of complex material, or consulting on key projects.

Anything else is no more than ‘deep-thinking, beard-stroking’… and in the modern world of Financial Services, there’s no time or budget for that!

So, if you need consulting, research, writing and editing, training or e-learning, then About… Financial is the team for you!

Working with us means working with people who not only understand your business – but understand the people within it, as well. Give us a call for a no-obligation chat, and you’ll soon see what we mean.

A Few Happy Customers

‘Thank you so much for making me believe in myself ?’

 

‘I wanted to say (before the session ends ?) I think you have been absolutely fantastic. In fact you have left me feeling very literate i.e. my appreciation of the home finance/ equity release industry (as well as the components of the business).

So allow me to say thank you for the time and effort!’

‘…very approachable and will go out of their way to help you whenever possible. Their training methods make difficult concepts seem very easy. I would have no problem in recommending About…Financial to anyone and will continue to use their services going forward.’

‘I have worked with Jon on a number of occasions and can thoroughly recommend using his services from a technical knowledge point of view, and in particular, how to apply this knowledge for examination success. Not only that, Jon is notably adept at applying technical knowledge with a sales angle, inheritance tax planning training being a specialism.’