Who we are

He has been on Money Box Live on Radio 4 as one of the panel of specialists, and featured in Which? magazine in their November 2007 issue on the subject of Paying for Financial Advice. He is also regularly quoted in the financial trade press.

Robin has an interest in green and ethical investment and sits on the board of the UK Social Investment Forum and is currently Chair of the Ethical Investment Association.

Whilst participating in a Financial Services Skills Council working group, Robin was involved in drafting the National Occupational Standard for Generic Financial Advice, and it was during this work that he began to develop ideas about money coaching with Pat Watson.

Pat has worked with people in a wide variety of sectors, including law, accountancy, financial services, energy, HR, business development, marketing and communications, advertising, local government, education and the police.

She works at senior levels, up to and including Chief Executive and Executive Chairman. It is her belief that people have the internal resources they need in order to achieve what they want to achieve, and the capacity to know how to draw on those resources and develop them so that they can fulfil their potential. The purpose of her work as an executive coach is to enable them to do this.

Pat is also a qualified solicitor, though no longer practises, and worked in the City of London for 25 years. She was a Partner specialising in international banking, securities and derivatives at Norton Rose and was latterly Director of Professional Services at Denton Wilde Sapte.

Pat is deeply committed to finding effective ways of putting fairness at the heart of financial services and has worked with the FSA and the Financial Services Skills Council in relation to their ethical agenda.

Aidan is a Chartered Engineer and has worked as a software architect and business consultant for many years in several parts of the world.

He runs a risk management consultancy that has advised some of Britain’s top companies in many different sectors on risks to their business. He is the author with John Smith of Trust and Mistrust: Radical strategies for business relationships. All Aidan’s work is focused on enabling people to make their best contribution.

Aidan’s research through the University of Salford is developing ways for people to become active, independent customers for financial services. He sees the way people use money and the way they engage with financial service providers as the key place people can lose or regain control of their lives.