David Stevenson

Associate Consultant at Improov Consulting Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
West Midlands, England, United Kingdom, UK

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5.0

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Simon Freeman (DipPFS Retired)

Knowledgeable and totally competent in all aspects of Financial Services training and soft skills coaching. Very loyal and totally motivated in his chosen role. Also a pretty spectacular magician!

Stephen Boyle.

David is a dedicated, hard working and enthusiastic Individual who achieves goals. Develops others through his exceptional training skills and relaxed demeanour

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Experience

    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Associate Consultant
      • Jan 2013 - Present

      Bespoke Learning & Development Consultancy Bespoke Learning & Development Consultancy

    • Director
      • Apr 2011 - Present

      Management & Development Consultant - Learning & Development Manager. Our company is based on the belief that our customers’ needs are of the utmost importance. We are committed to meeting your needs. As a result, a high percentage of our business is from repeat customers and referrals. We would welcome the opportunity to earn your trust and deliver you the best service in the industry. Chartered Qualified with over 25 years experience in Training & Competence (T&C), Training Needs Analysis(TNA), Project Management, Design, Training Delivery and Management Consultancy providing expertise in designing, implementing and managing new functions as well as providing Management & Leadership Skills to businesses SKILLS Include • Project Management • Training & Competence • Training Design • Technical Training • Facilitation • Coaching & Management • Program Management • Employee Training • Business Process Improvement • Cross-functional Team leadership Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Consultant
      • Mar 2008 - Sep 2010

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Learning And Development
      • Jan 1999 - Feb 2008

      Financial Planning Coach / Trainer / Manager covering all aspects of training from sales skills to designing and cascading new systems and product knowledge. Manage and review ongoing risk and T&C requirements of various offices and regions in the UK. Managing Projects and Learning Delivery Team to Identifying and analysing business strengths and weaknesses. Agreeing business development plans etc to help manage risk and increase business to both individuals and sales teams within the organisation. Maintain ongoing T&C requirements of the business. Helping financial advisers attain and maintain competence via ongoing developmental support and ongoing management support to their supervisors. Show less

Education

  • CII Qualification Level
    Chartered Qualified (Level 6), Advanced Financial Planning Certification

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