Financial Services Case Studies

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We have a broad portfolio of clients, from startup insurance firms wanting oversight of their financial promotions, to existing UK award-winning insurance providers needing a complete review of their entire systems and controls. Our approach allows us to gain a deeper understanding of your business model and ultimately Thistle Initiatives can drive you towards your compliance goal.

The client is part of a multi-national asset management group with £11 billion under management. They sought for Thistle’s advice regarding new regulatory...

The client deals exclusively with property backed unregulated investment schemes based in the UK and wanted to become an Appointed Representative to enable them to...

The client firm is an award winning insurance provider, voted by the UK public, and it was to set up a national inbound contact centre in order to arrange and sell...

At the time of initial contact, this client was a newly set up IFA firm, run by two very experienced and qualified Directors, who acquired the client base from a...

As one of the UK’s largest providers of credit loans, this client primarily deals in High-Cost Short-Term Loans (Payday Loans). In light of the new regulations set out by the FCA, the client...

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If you would like some more information regarding the wide range of work we do within your sector, please get in touch and find out what Thistle Initiatives can do for you.

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Telephone: +44 (0)20 7436 0630

Head office: Thistle Initiatives

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