Member of the Association of Professional Compliance Consultants
Debra Morgan
Director
Debra has experience of providing compliance support for financial advisers, mortgage advisers and general insurance brokers.
She also has experience of working as a paraplanner in a varied career, which spans some 16 years working in financial services.
Finally, Debra is qualified to Diploma level, putting her on a par with the standard required to give financial advice. She is a member of the Personal Finance Society.
Key skills
Debra has the key skills needed to help your business identify and solve its compliance problems.
She combines the important skills of being a great listener and brilliant communicator, with a practical and positive mindset, which results in real change to the businesses she works with.
Debra is approachable and also has the tact and diplomacy the compliance consultant role requires; you can’t expect her to always agree with you and say “yes”. You can however expect her to give you the answer which is right for your business.
E: debra@altogethercompliant.co.uk
T: 07809 644611
Ian Cass
Co Director
Ian is part of a wide network of compliance consultants who provide Debra and her clients with valuable help and assistance.
He has worked in financial services compliance for nearly 20 years, building up a huge bank of knowledge and experience, which he brings to every client he works with.
Ian is a founder member of the Association of Professional Compliance Consultants and also a member of the Personal Finance Society.
He acts as a mentor to Debra, as well as providing practical support and assistance to Altogether Compliant and its clients.
E: ian@altogethercompliant.co.uk
T: 07889 661988