Consultancy Request

Share your compliance challenge and we’ll scope a tailored approach with practical next steps

Use this Consultancy Request form to tell us about your compliance challenge or project and we’ll scope a tailored approach. Whether you need a one-off review, a defined deliverable, or help navigating a regulatory deadline, our senior consultants will respond with practical next steps.



    What to Include in Your Consultancy Request

    To help us scope your requirements accurately, please outline the nature of your compliance challenge or project. Tell us about your firm’s regulatory status and permissions. Include any deadlines or timelines you’re working to. If you have a specific deliverable in mind, let us know. This might be a policy review, a gap analysis, or a regulatory application. We can then provide an initial view on approach and fees.

    You don’t need to have all the answers at this stage. Many clients come to us with a broad concern or regulatory pressure. We help them define the scope from there. Whether you need compliance advisory support, a compliance project support, help with regulatory change, or ongoing retained support, this form is the right starting point.

    What Happens Next

    All the consultancy requests that we receive are reviewed by senior consultants. Our team has direct experience across wholesale banks, asset managers, brokers, and retail financial services. We typically respond within two business days. This initial response will include our view on how we can help, including indicative scope and fees where possible.

    For most projects, we will suggest a short scoping call. This allows you to speak directly with the consultant who would lead your engagement. It helps us understand your priorities properly. It also ensures any proposal reflects what you actually need.

    If your matter is urgent please mention this in your message. This might be an internal deadline or regulatory request. You can also call us directly on 020 3576 3349.