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Providing Refreshing, Expert Compliance Consultancy Services to the Financial Services and Insurance Industries

Coalesce [ koh-uh-les ] Meaning: to blend or come together

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As skilled professionals with over 20 years of experience within the financial services and insurance industries, we provide high-quality consultancy and support services tailored to meet your specific needs and requirements.

 

Our mission: Working with you to 'De-Bug' Compliance

Our Values

Be Transparent 

In cost, in approach, in language.

Be Flexible

Our flexibility is Your Advantage – we don't believe in a one-size-fits-all approach. If we need to roll our sleeves up and be in your camp to help you overcome your challenges – we can be that extra set of hands in your team.

Be Realistic

Whilst our team is experienced and pragmatic – ‘rules are rules’ – we will work with you to ensure that your business practices operate within the industry rules and guidance.

 

Support and Advice

Our consultancy services are designed to provide you with the support and insights you need to navigate complex compliance challenges such as the below to achieve your business objectives and regulatory status.

 

 

Annual Compliance Plans

Our strategic advisory services are aimed at providing you with the guidance and expertise needed to make informed decisions and strategic choices for your business. We work closely with you to develop tailored strategies that align with your goals and vision.

Frameworks

With our compliance management services, we ensure that your business operates within the regulatory frameworks, offering support in managing FCA and PRA requirements.

Consumer Duty

Our customer engagement services focus on understanding and addressing the needs of your  customers and ensuring compliance with the Consumer Duty. We help you build strategies to enhance customer experience and foster long-term relationships.

FCA or PRA applications via Connect or RegData Returns

With our compliance management services, we ensure that your business operates not only within the regulatory frameworks, but offer support in managing FCA correspondence, annual compliance plans, and handling FCA or PRA applications via Connect or RegData Returns.

Vulnerable Customers

Our market research services offer valuable insights into market trends, consumer behaviour, and competitive landscapes. We equip you with data-driven research to support informed decision-making and ensure vulnerable customers needs are met.

Advisory Support

Our advisory support services extend to providing ongoing support and guidance, serving as your trusted advisors in navigating complex regulatory environments and market dynamics. We are dedicated to your success.

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