Financial services consulting

Specialist wealth, regulatory and remediation consultancy.

Projovi Wealth Consulting helps regulated firms solve complex conduct, compliance, financial crime, remediation, programme and data challenges with practical, evidence-led support.

Who we help

Built for regulated financial services firms.

We support wealth managers, pension schemes, banks, insurers, investment platforms and financial advice businesses where regulatory precision, strong governance and practical delivery matter.

What we do

Advice, assurance and delivery.

Our work spans FCA compliance, s166 and skilled person reviews, Consumer Duty, AML, remediation, programme governance, MI, automation and AI-assisted quality assurance.

Core services

Financial Crime & AML

KYC, screening, sanctions, transaction monitoring, customer risk rating, QA and remediation.

Regulatory Compliance

FCA compliance, Consumer Duty, COBS, DISP, SYSC, policy design, monitoring and audit readiness.

Programme Delivery

Programme oversight, PMO, remediation delivery, governance, stakeholder management and assurance.

Data & Automation

Excel/VBA tools, MI dashboards, reporting automation, data remediation and workflow solutions.

AI & Innovation

AI-assisted QA, suitability review tooling, control frameworks and practical AI governance.

Wealth & Pensions

Suitability, DB transfers, redress, advice standards, pension remediation and platform reviews.