Ensuring that processes and procedures are in place to prevent individual advisers giving unsuitable advice to clients is a fact of life in financial services today.

This is an area in which past experience really counts. EB20 Reviews are often complex and lengthy: we believe that experienced reviewers help shorten reviews by having the confidence to close cases; inexperienced reviewers may feel obliged to continue and, in so doing, increase the cost to your business.

How we can help

Momenta is highly experienced in the area of EB20/Adviser Reviews. We provide support to clients in the following areas:

• Consultancy and project establishment
• Project management Procedures development
• Systems/database design and implementation
• Population identification
• Detailed management information
• Execution of reviews
• FSA liaison and report drafting

We supply resource for the following roles:

• Consultant
• Project manager
• Team leader
• Quality assurer
• Technical reviewer
• Administrative support