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    Personal Development

    Wisdom, Productivity, Enthusiasm!

    Working in the financial services industry requires the same level of proficiency in soft skills as in the more technical aspects of the job.

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    Leadership & Management Skills

    Strong, Effective Leadership!

    The ethos of Financial Charisma is really all about the CHARISMA......having personal appeal!

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    Sales Training 

    Sales Confidence, Authenticity!

    I work with corporate bankers to develop a consultancy
    ethos, helping potential

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Executive 1:1

Catapult your career and well-being to new heights with the personal attention you’ll get working with me on an individual basis. Become an even more valuable asset to your employer and secure your next promotion.

Corporate Culture

Grow and develop your leadership team so that the changes ripple down throughout your entire organisation.  Take responsibility at the top to inspire others and inject new energy into your business.


Set up training and workshops for your employees that go beyond the normal course offering. Train for confidence, not just skills and set new and inspiring standards for success.


Get everyone inspired and on the same page with offsites and corporate events that don’t just temporarily motivate the team, but have a lasting and transformative impact.

Soft Skills Training for Financial Advisers

Engage and motivate your team with a half-day taster training session – just £500 for up to 8 people

The best way to trial the quality and effectiveness of our training is a half-day taster session. Call us on  01306 735 368 or 07920 156 788 to discuss which training module is suitable for your team.

For Financial Advisers, we recommend the training modules listed below, however we will develop training that is tailored to your specific requirements and to improving your bottom line.  

See our Complete Course Offering for a full list of our training programmes.

When a workforce has the best financial skills but a lack of soft skills, you have a soft skills gap. It is important that soft skills accompany hard skills to enable your organisation to use its expertise to its full advantage.

 The symptoms of a soft skill gap include:

  • Your team may be really good at getting clients but not so good at retaining them
  • Your may have a high turnover and have to keep retraining people
  • When you have lots of managers but no real leaders

In fact, whenever you are unable to capitalise on the wealth of knowledge, experience and proficiency within your team, then you should be assessing the level of communication and interpersonal skills that are present in your organisation.

The workplace has evolved an interpersonal dynamic that can't be ignored. The acts of listening, presenting ideas, resolving conflict, and fostering an open and honest work environment all come down to knowing how to build and maintain relationships with people. It's those relationships that allow people to participate fully in team projects, show appreciation for others, and enlist support for their projects.

  • Presonal accountability
  • The degree of collaboration
  • Interpersonal negotiation skills
  • Conflict resolution
  • People's adabtability and flexibility
  • The clarity of communication
  • Creative thinking
  • Coaching and mentoring

The more of these things you see around you, the better people's soft skills are likely to be within your organisation. These all have a significant impact on the attitude a person brings to interactions with clients, customers, colleagues, supervisors, and other stakeholders. The more positive someone's attitude, the better that person's relationships will be. That's what fosters great team performance, and leads people to contribute strongly to the organisation's vision and strategy.


Personal Development


Working in business requires the same level of proficiency in soft skills as in the more technical aspects of the job. I work with your executives and senior managers to improve their performance ... Read More

Leadership & Management Skills


Strong and effective leadership skills are a necessity in today's volatile business environment. For you to maintain a competitive advantage, you need to be on top of your game ... Read More

Sales Training


I work with business executives to develop a consultancy ethos, helping potential customers to solve a problem or fill a need. This approach to selling focuses on your customer and adds value to the client ... Read More

Home Page


Financial Charisma is all about making your company or business a productive, thriving and innovative environment in which to work. The corporate world has undergone ... Read More