Taking the financial services skills agenda forward ...

Testimonials and Case Studies


Case Studies

bulletMPI TV channel – Marcus pension interview

bulletLaunch of Financial Adviser apprenticeship via strategic partnership with Personal Finance Society




bulletHaving had a very rocky start with apprenticeships in general, both in terms of poor quality candidates and disjointed and inappropriate staff interactions, we were very happy to find FWD. The quality of candidates is light years ahead of other Apprenticeship providers, and the training is consistent (same trainer throughout), clear and detailed whilst remaining conscious of our needs as a business. Fully and whole heartedly endorse.


Tony Stevens - Svensoni Paraplanning Ltd

bulletLyndhurst Financial Management used FWD Training & Consultancy Ltd to recruit and deliver an apprenticeship in administration for financial planning. We were provided with top quality candidates through the free of charge recruitment service, and then received top quality training for the delivery of the apprenticeship which covers the CII Award in Financial Administration.


Working with a training provider that is accredited by the CII is very important to us as we know that the training and delivery will be industry specific and the assessors will have a background in financial services and a good working knowledge of what we do and how to get the best out of the candidates.  


Adam Cook - Lyndhurst Financial Management

bulletI have always found FWD to be incredibly supportive, knowledgeable and willing to help support my business needs. I needed a business affiliated with the National Skills Academy to support my training needs and knowing FWD were made a decision to work with them a straight forward one.  An organisation I am pleased to recommend and look forward to developing the relationship over the coming months.


Chris Shaw - First Locate

bulletI felt able to contact my assessor with any questions about the course and I knew I would receive a quick response. Support from my assessor was always there.



bulletAlison has been a great help and has provided us with excellent support and training. She has always been available to contact and has put me at easy and made me feel more confident. Thank you Alison, you have been a great help.



bulletThe assessor was very motivational and her clear direction made the portfolio production hassle free.



bulletI had a fantastic assessor, always very efficient and organised as well as very friendly and supportive.



bulletThe assessor has been great, easily contactable and very supportive, she is clear about what needs to be done and set monthly tasks. Very easy to talk too and a lovely lady.



bulletThe assessor was very good, made the course extremely clear and easy to manage.



bulletThe assessor was a great mentor, she was always there if needed to be contacted and really gives helpful advice that is practical.



bulletI have used many apprenticeship companies in the past and have not always received relevant candidates to our company. However with FWD, the calibre of candidates has been extremely high and they have all clearly been pre-screened and prepped for their interviews. My contact at FWD was Austen and he has been professional and helpful and I would not hesitate to work with him again. Thank you for finding us a great new apprentice!


Pooja - Moneywise Investments Plc

bulletI wanted to say how pleasantly surprised we were at the high quality of candidate that we met today. If this pans out the way I think it will I think we could imbed FWD into our future recruitment process.


Lee - Ablestoke Financial Planning

bulletThank you so much for all your help with the Financial Services NVQ & IOC Alison, it is greatly appreciated.


Daniel - M&G Investments

bulletI felt like the processes Alison used from day one were a lot more logical and effective in making it clear where we were at any point in terms of progress and what I had to do between sessions was also laid out very clearly in manageable chunks. Alison herself was also very easy to work with, as I found her a great mix between friendly and understanding, but also motivating and realistic.


Oliver - M&G Investments

bulletThroughout the entirety of the course I’ve had constant support from the assessor. I have never been put into uncomfortable situations, or felt as though I could not ask for help on something I was struggling with.


John - MSF Prichard

bulletAlison is always willing to motivate and encourages us to fulfil our potential in all stages of our development. She has a strong knowledge of the financial markets, as well as confidence in her reviewing techniques, always providing a professional and in-depth session.


Emma - Barbican Insurance

bulletAlison has not only explained with great clarity what it is exactly that we must do for our NVQ, but she has motivated us to be able to manage effectively our placements, exams and any other work that she has set for us to do. Overall, Alison’s quality of delivery has been excellent as she is reliable and keeps us all motivated and up to date with our work to satisfy the programme.


Sasha - Lloyd's of London


bulletContact us today on 0208 304 3666 to find out how we can help.


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