Our Story
Practical External Help
Originally conceived in 2010 ‘Your Financial Footprint’ is the evolution of the Footprint Group's aspirations to bring a new type of partnership consulting to the finance sector.
Behavioural Economics
Though recently enjoying an increase in profile (mainly thanks to the Financial Conduct Authority and the Government’s Behavioural Insights Department), we were early to the game in identifying the synergies in neuroscience and behavioural science with business practice.
Its influence in management theory, and critically sales, has proven to be transformative to our clients.
Your Financial Footprint is the result of the distillation of the key learnings across different industries and sectors, being applied to the very specific world of financial services. Whether it is 'attitude to risk' or your decision making when choosing a provider or new member of staff, there are significant implications in this sector which overwhelmingly affected by behavioural economics.
The Hub
We're all busy. Development of your business can be time consuming and difficult to schedule within daily activities. It's easy to let it slide.
For this reason, a key focus of Your Financial Footprint is to provide access to services in a way which promotes practical development within a realistic working environment. To support this, Murray (who is our Platform Services guy) has been working to provide online access to critical tools, templates, guides, videos and messaging services. This enables much wider consumption of our collateral and availability of consultants to you.
Mark Pittaccio
Mark is known for his breadth of industry knowledge and ability to help advisers run and grow excellent businesses. He built his own IFA practice before holding several high profile, board and senior positions in adviser networks and discretionary fund management.
He has gained the Investment Management Certificate, holds Certified Financial Planning status and an Open University Degree.
Currently Mark is studying for a Masters degree in Behavioural Economics at City, University of London to better understand how advisers can help their clients to make and commit to better financial decisions.
Mark has also enjoyed success as a rugby coach and cyclist and has a reputation as an entertaining and engaging speaker
Mike Simpson
Mike has over 30 years of experience in helping business develop and grow. He has enjoyed significant success in sales, sales management, operational management, senior management, business consultancy and leader/business owner coaching.
His expertise is in analysing and improving a firm’s culture, its leadership and its management to build better outcomes for business owners, their employees and clients.
Mike combines the established, tried and tested practices and techniques with leading-edge thinking. He never loses sight of the need to produce tangible improvements in outcomes for business owners, their people and their clients.
Sarah Elmey
Sarah has over 30 years experience in helping advisers, support staff and businesses develop and grow. This has been due to consistent success in roles including client facing advice, operational support, sales management, training and development, and business consultancy.
Sarah combines an in depth technical knowledge with core interpersonal skills and is passionate about helping advisers and businesses embrace our learning tools and hub.
Along with an extensive background in Financial Services, Sarah has been able to augment her all round expertise with experience in the non-financial services sectors (well known high street retail firms).
Her academic background includes a degree in Economics, a diploma in management studies from Henley Management College, CIPD qualifications plus financial services exams.
Outside of work her interests are gardening, the theatre, and travel.
Robert Poulten
Robert has over 35 years of experience in client and customer development. This has included front line sales and business development roles, and establishing and growing national sales and service teams and their support operations.
Robert has also worked extensively on product and proposition development, and on board/partnership level roles shaping overall strategy and business planning.
These roles have been in the retail financial services and IT sectors. Robert has worked mostly with smaller high growth divisions of larger international corporates, and younger independent firms ambitious to achieve strong growth. Robert has many years experience in both line management and independent consulting capacities. This allows him to connect soundly based theory and experience with driving through practical implementation.
Paul Young
Paul is known in the financial services industry for his ability to recruit, build, develop and lead profitable and successful sales teams. Having held Area, Regional and National Sales Director roles, winning numerous awards for both personal and team performance, he moved on to leading a Business Consultancy team. That provided the spark to start his own business and has successfully partnered with Colin Fenn to offer a range of proven and leading edge services across a variety of sectors to many global well know organisations. Paul has also led change initiatives across a variety of businesses
Dan Jordan
Dan has over 30 years of experience in all areas of Financial Services Distribution and is known for his strategic insight and leadership roles as Managing Director in a listed financial advice network and well-known SIPP and SSAS provider.
He has a wealth of experience giving him the insight to readily identify opportunities (and inefficiencies) within businesses. The main drivers of his success being his ability to work with owners, shareholders, advisers and support staff to deliver positive change, growth strategies and enhanced consumer outcomes.
Of particular note, is his experience of mergers and acquisitions giving him a unique perspective on structuring businesses for future succession strategies and successfully integrating and aligning acquired businesses.
Outside of work Dan enjoys challenging himself physically though various running, cycling, triathlon and CrossFit events.
Murray Lohoar
Murray is known for his abilities in connecting business with the technology it needs. With a broad experience of technology deployments across finance, utilities and telecoms industries he specialises in distilling business needs into practical action plans for change. His understanding of how technology impacts both multi-million dollar programmes of change and early stage start-ups enables him to resolve down onto pragmatic technology solutions quickly.