Discover Our Commitment to Empowering Financial Success
Meet our team of seasoned Financial Services experts dedicated to supporting you through tailored consulting solutions that drive growth and trust.
The principles and associates are seasoned Financial Services Professionals, all having started their careers as advisers, owned, sold and worked for small IFA practices, household names such as HSBC and SJP, national consolidators and acquirers. Experience is great, but, having a track record of implementing successfully, is the only thing that counts, which thankfully, we have.
If you are working with a company common values are key, therefore we meet everyone we work with to get to know them personally. Having implemented change, integrated, and recruited successfully for decades, we know both sides of the table really well and we want to help you to succeed. To enhance our support, we decided to partner with a national wealth recruitment specialist to enable us to offer greater resources and opportunities to candidates and employers.
We recognised an opportunity to work together, combining our skills and leveraging our collective best practice solutions to support fellow professionals in the industry. We are different because of how we work, only by you succeeding do we succeed, whilst many challenges and opportunities are similar, every person and every business is unique and we treat you accordingly.
Get in contact and lets have a chat to see if we can help you.
Paul Godfrey
Executive Director Growth
Paul brings over 35 years of experience in financial services, having held key leadership roles including COO, Sales Director, Operations Director, and adviser. At HSBC, he led the UK wealth business and served as COO for Wealth Management across the UK and Europe before joining St James’s Place in 2018. During his seven years there, Paul supported individuals in growing and developing their own financial advice practices, drawing on his extensive expertise. He is also a qualified Executive Coach (ILM5 & ILM7), a Chartered Manager, and a certified Business Consultant.
He has supported numerous small, medium, and large businesses in growing, selling, and exiting successfully while delivering exceptional service to their clients. Committed to ensuring every client receives the highest quality care, he is passionate about exceptional client service and helping people plan confidently for their future. With extensive experience in career development, he provides training and coaching to enhance advisers’ skills and improve client outcomes.
Outside of work Paul is a family man who is married with 5 children and his new puppy, he loves nothing more than spending time with his family, travelling and watching the latest movie. Paul loves most sports especially football and cricket and coaches and runs his local football team in the nearby village of Deddington. He loves music, attending concerts and going to sporting events. Paul is a very keen traveller and enjoys seeing different places in the world.
David Rist
Executive Director Strategy
David has worked in the financial services business for over 37 years. His vast experience includes founding and building a successful IFA business. He has also held senior leadership roles within Fairstone, Inter-Alliance and SJP. Through his IFA business he completed 5 IFA firm acquisitions and 1 sale and was the first Chartered Firm in Yorkshire.
Having experience of several years at Strategic Coach, he has a keen interest in developing businesses and people, along with understanding what tools are required for positive change and exponential growth.
More recently David has been restructuring a business and introducing a Compliance structure to a newly authorised business.
Away from work David partakes in Ultra Marathons and is in training for one of the longest races in the UK at 268 miles. And has horses and a new puppy.
Danny McFarlane
Danny brings not only extensive successful experience of being a financial advice practitioner, he has successfully started, built and sold his practice.
He has developed as a coach and mentor, specialising in working with high producing financial advisors, helping elevate them to the top 1% in the UK. Whilst initially specialising within the Wealth management sector this has now successfully transferred to other industries.
Outside work he is a family orientated with a passion for philanthropy, iron man, Chelsea and his Vespa.
Our clients consistently praise the expertise and exceptional service we deliver.
Samantha Green
Senior Financial Adviser
Insightful Overview of Our Expertise
Explore key financial recruitment achievements and performance benchmarks that define our success.
100+
Firms
We have successfully partnered with over firms to enhance their business potential and growth.
12 months
ROI
Depending upon the project, typically our solutions deliver its planned ROI within 12 months.
25 years
Successful Change Delivery
We pride ourselves on delivering tailored consulting solutions that drive measurable business improvements.
Begin Your Journey to Financial Excellence
Explore how our expert team supports businesses and advisers in achieving growth. Learn about our tailored strategies and operational enhancements designed to elevate your success.