Consulting for Financial Services, Fintech, and Mortgage Businesses
Alongside coaching mortgage brokers through my Mortgage Business Mastery program, I also work with companies across the wider financial services industry through bespoke consulting engagements.
From fintech platforms and protection specialists to legal and professional service providers, I help businesses refine their brand, marketing, and growth strategy so they can attract more clients, scale sustainably, and stand out in a competitive market.
Each consulting relationship is unique, tailored to your business model, goals, and audience with one clear outcome in mind: to simplify success.
What I Do
My consulting work combines strategy, marketing, and process development to help you build a business that performs consistently and grows with purpose.
Typical areas of focus include:
Brand Strategy – Define your positioning, messaging, and market differentiation.
New Business Development – Generate high-quality leads and convert them into lasting relationships.
Marketing Systems – Build practical, repeatable marketing frameworks tailored to your audience.
Process and Efficiency – Streamline operations and client journeys to create scalable results.
Content Strategy – Develop engaging educational content that builds authority and drives engagement.
Personal and Team Growth – Build the mindset and structure to support long-term performance.
Who I’ve Worked With
I’ve consulted for a range of leading financial services professionals and companies, including:
Matthew Chapman, The Protection Coach
Karla Edwards, The Protection Parent
Gary Waters, The Protection Academy
Craig Skelton, My Brand - My Way
Charlotte Hemmingway, Future In Finance
Convi Legal
MortgagX (AI fintech company)
Each collaboration is bespoke, focused on helping your team, brand, or business grow through clear strategy, storytelling, and implementation.
My Approach
My philosophy is simple: consulting shouldn’t create complexity — it should remove it.
I focus on creating clarity, building systems that work, and helping financial service businesses communicate their value effectively. Every engagement is collaborative, transparent, and designed to deliver measurable outcomes, not vague advice.
Let’s Work Together
If you’re a financial services business, fintech company, or industry organisation looking for tailored consulting support, I’d love to hear from you.
Email me directly with a short summary of:
Who you are
What your business does
The kind of support you’re looking for
I’ll review your request personally and get back to you to explore how we can work together.
Some Client Case Studies
Mathew Chapman - The Protection Coach
When Matt first came to me, he was already a well-known name in the protection industry. Everyone recognised his expertise, but he wasn’t sure how to monetise the brand he’d spent years building.
As his consultant, I helped him turn The Protection Coach from a recognised name into a fully structured business. Together, we defined his pricing model, packaged his services, and positioned the brand with clear marketing, sales, and branding strategies.
Working with Matt has been a real pleasure. Seeing him grow into one of the most influential voices in the industry has been incredible.
Craig Skelton - My Brand My Way
When Craig first came to me, he had already built a highly successful mortgage business, and his reputation in the industry preceded him. But he wanted to take things further.
Craig had a vision to build a business coaching brand alongside his mortgage firm, creating a platform to help brokers establish their own identity, a concept he called My Brand, My Way.
As his consultant, I helped him develop and position this new venture. Together, we shaped the brand story, structured the offer, and created a clear strategy to attract brokers who resonated with his message.
Today, Craig is recognised as one of the leading mortgage broker coaches in the UK, and My Brand, My Way continues to thrive. Watching his growth and the impact he has made on the industry has been incredible
Karla Edwards - The Protection Parent
Karla Edwards was one of my very first clients and an absolute pleasure to work with. Over the years, I’ve had the privilege of consulting with her as she’s grown from a successful individual protection adviser into a recognised and respected industry brand.
Together, we developed the concept for The Protection Parent and brought it to life from the ground up. We worked on building a brand that would not only attract clients but also capture the attention of the wider industry by doing something completely different. Through a bold and authentic approach, Karla’s brand went on to win multiple awards, become one of the top-written businesses in her network, and grow into a recognised name across the protection space.
As part of our work, I also supported her with business development and team growth, helping her bring on staff and create a scalable structure. Karla’s journey is one of focus, consistency, and creative courage, and she remains one of the best examples of how powerful a clear brand and strategy can be when backed by dedication and purpose.
Gary Waters - The Protection Academy
Gary Waters came onto the scene out of the blue and immediately caught my attention. We first met on a podcast and instantly hit it off. While Gary was a proven expert in selling protection, he wanted to take things further by building a coaching business of his own.
Having built my own coaching brand and helped others such as Matthew Chapman and Craig Skelton establish their industry-leading coaching businesses, Gary turned to me for guidance on how to do the same.
Together, we developed his product offering, structured his pricing, refined his marketing strategy, and implemented systems for diary management and delivery.
Watching his transformation has been incredible. Gary has grown from strength to strength and is now recognised as a leading protection coach and a respected name across the industry.
Peter Stalworth - Stalworth Wealth
Peter Stallworth was a mortgage adviser who had already completed his IFA exams but wanted to make the transition into the wealth space. When he came to me, his goal was clear: to build a personal brand that would attract IFA clients and position him as an authority in the financial planning sector.
Rather than joining the Mortgage Business Mastery program, Peter chose to work with me on a one-to-one consulting basis so we could build something entirely bespoke. Together, we worked on his mindset to help him confidently step away from mortgages and fully embrace the wealth advisory path he wanted to pursue.
Our focus was on developing a brand that reflected his expertise and long-term vision, creating a message that would resonate with both clients and professionals in the IFA space.
I collaborated closely with his IFA-specific business coach, who supported the technical and operational side, while I concentrated on brand positioning and marketing strategy.
This type of partnership is something I particularly enjoy — working alongside sector experts to bring a brand to life and create visibility, authority, and confidence in spaces beyond mortgages.
MortgagX
MortgagX is an AI fintech company that approached me for guidance on how to build a brand that truly connected with mortgage advisers. Their goal was to create something that not only appealed to brokers but also positioned them as trusted authorities and innovators within the mortgage industry.
As their consultant, I helped them understand the consumer behaviour of their ideal audience — mortgage brokers — and how to communicate their technology in a way that felt both accessible and valuable.
Together, we developed their brand positioning, refined their marketing strategy, and built a consistent presence across all major social platforms.
We also collaborated on planning an industry event and explored ideas for future product development. My role focused on aligning their brand and messaging with what mortgage brokers actually want, helping MortgagX establish itself as a forward-thinking, broker-focused fintech brand that understands the needs of the modern adviser.
