Our trainer, an expert in financial services and compliance, brings over 20 years of experience to Redcliffe’s Vulnerable Customer Training courses. He has a strong track record of delivering expert guidance on a range of compliance topics, including financial crime and regulatory matters.
Formerly the Head of Education for HSBC across the UK and Europe, he oversaw compliance training related to regulatory requirements and financial crime prevention. His tenure at HSBC was during a critical period of heightened regulatory scrutiny, including the bank’s Deferred Prosecution Agreement, where he played a key role in ensuring the organisation adhered to stringent compliance standards.
In addition to delivering Redcliffe’s Vulnerable Customer Training course programs, our trainer has held senior roles in compliance and risk management, including leading the Monitoring and Testing program for a UK Wealth Manager and serving as Senior Vice President for Global Risk & Compliance Training at a US-based bank. He also worked at the Financial Conduct Authority (FCA) as the expert on rules in the Training & Competence Handbook for the Insurance Firms Division.
His broad experience across both financial services and regulatory bodies provides him with a unique perspective on compliance, risk management, and vulnerable customer care, which informs his engaging and insightful vulnerable customer course.