Steve Davis FCII, FPFS

Steve has a wealth of industry experience having worked in financial services since the late seventies. He served his apprenticeship as a broker consultant and in providing direct advice before moving into training. He has a passion for helping people and this comes across in everything he does. His training approach is unique and this is what makes the difference.

He holds Fellowship of both the CII & PFS. He is an Accredited CII Trainer (Advanced Level) and Chartered Financial Planner. He served as a senior CII examiner for several years which gives him a huge insight into the whole exam process. Although he has over 1,000 exam credits with the CII he still continues to sit exams each year. He has also designed and run training for the CII's AF exam question writing team. He is also a partner in an advisory business.

Steve specialises in taxation, investment and planning.

Mark Thewlis FPFS

Mark has been involved in a variety of roles within the industry over the last twenty five years, including sales, marketing and senior management with a number of the UKs leading firms. His real interest is people and that is what led him to work in training and development. He successfully combines his energy, enthusiasm and his great communication skills to help people understand and apply ideas and concepts in a different way.

He holds Fellowship of the PFS and is a Certified Financial Planner via the IFP. He is also an Accredited CII Trainer (Advanced Level) and Chartered Financial Planner. He is a current CII examiner. He has over 600 exam credits with the CII. He also holds qualifications with the STEP and PMI examination boards. He is currently taking the STEP Diploma in Trusts & Estates.
Mark specialises in pensions, business and taxation.

What the people say

  • "Mark unlocks the secret of passing the CII exams. The study material provided is clear and focused. Undoubtedly the best technical trainer I have encountered over a 20 year career."

    John Fielding

    Mark Ainsworth Financial Management
  • "As a very busy IFA, and someone who has been in the industry for 23 years, I wanted a trainer who would make an immediate impact on me. I was looking for a person who had excellent communication skills, a proven track record in getting his students through exams, and the ability to make the course work interesting and fun.

    Mark ticked all these boxes for me."

    Andrew Bramley

    Andrew Bramley Limited
  • "Steve, and the course, yesterday were absolutely fantastic. He made dull, difficult subjects very clearly – and enjoyably – understandable! He stands out from the crowd in the training field spectacularly.''

    Richard N. Gommo

    Hase Osborne Asset Management Ltd
  • "Mark and Steve have been extremely helpful with advice and assistance when preparing for my AF5 and CFP assessments. Given the specific nature of these exams it was really useful to have a fresh input from a specialist in this area. This has saved me a significant amount of time and money. They are the best at what they do and I learned a huge amount from the process."

    Iain Muffitt

    Frenkel Topping Wealth Solutions
  • "Mark has a fresh approach to studying and has some great tools to enable the student to retain large amounts of information. Very pleased with the results. Exams passed first time round."

    Paul Pickering

    Carter Financial Planning LLP
  • "Mark is a first class trainer, he is a joy to work with. He has the ability to simplify the most difficult of subjects, which ensures that his students grasp the topic quicker and in more depth.''

    George Kane

    Scottish Widows
  • "I have used Mark's services for the last 12 months. His ability to convey the technical aspects of the syllabus, together with very effective exam technique have resulted in my consistent exam success. My investment in his expertise has been more than worth it."

    Tracey Henson

    Clear Sky Financial Consulting
  • "If you are a busy financial adviser then Steve's exam preparation days are perfect as they focus on the particular techniques that are essential on passing CII exams. The AF5 single day approach is very time effective and the quality of the study material is great. I cannot imagine sitting another exam without having first been on his course. I cannot recommend Steve highly enough.''

    Sean Condon

    Yew Tree Financial Planning
  • "I found the AF5 course really helpful to get to grips with the issues of the actual fact find and ways to achieve the maximum marks available. I loved Steve's style of presentation. The marking of the mock exam paper and where the marks were awarded really opened my eyes. I'd recommend the AF5 course if you are serious about trying to pass this exam.''

    Steve Ross

    The Financial Management Group
  • "My colleague and I attended Steve's bespoke training day for AF5. Not only was the day a great refresher on the key subject matter, it also was packed full of practical tips to take into the exam itself. Suffice is to say both my colleague and I both passed the exam with flying colours and I wouldn't hesitate to use their services again.''

    Robert Doogan

    Cullen Financial Planning Limited
  • "Our practice have utilised the services of both Mark and Steve as part of our progress towards achieving the qualifications required to improve and enhance our company. Both Mark and Steve are extremely helpful, capable, and very experienced at helping candidates to achieve their potential. I would have no hesitation in recommending Mark and Steve to help you achieve your qualification.''

    W A Douglas

    Oakworth Consultancy Services