Eaton Vasey is an independent financial services consultancy founded on the principle that sophisticated expertise shouldn't be limited to large institutions with massive budgets. We bring together deep industry knowledge, technical innovation, and practical implementation skills to deliver tangible results for our clients across the UK financial services landscape.
Our team combines experience from leading financial institutions, boutique advisory firms, and technology innovators, giving us a unique perspective that bridges traditional finance with emerging opportunities. We understand both the complexities of structured products and the transformative potential of AI—and more importantly, how these elements can work together to create competitive advantage.
We provide specialized advisory, implementation, and educational services across the financial services spectrum. From AI-powered analytics and digital transformation to structured product expertise and regulatory compliance, our service portfolio addresses both immediate operational challenges and strategic opportunities.
Unlike generalist consultancies, we focus exclusively on financial services, allowing us to develop deeper expertise and more relevant solutions. We work primarily with mid-sized institutions, wealth managers, and independent advisors who seek sophisticated capabilities without enterprise-scale complexity or cost.
AI implementation, fintech integration, and digital capability development
Structured products, portfolio optimization, and investment advisory enhancement
Compliance frameworks, risk assessment, and regulatory implementation
M&A advisory, strategic planning, and business development
Our approach is guided by four core principles that define how we work with clients
We deliver sophisticated solutions that actually work in the real world, not just in theory. Our recommendations are always implementable, measurable, and designed for your specific context.
We maintain strict independence from product providers and technology vendors, ensuring our advice is truly aligned with your best interests.
We believe in building your capabilities, not your dependencies. Every engagement includes explicit knowledge sharing to enhance your team's expertise.
We measure our success by the lasting impact of our work, not by the length of our engagements. We design solutions that continue delivering value long after our involvement ends.
What truly sets Eaton Vasey apart is our combination of specialized expertise and flexible delivery model. We offer the sophisticated capabilities typically found only at major consultancies, but with the agility, personal attention, and value-focused approach of an independent practice.
Our clients appreciate that we speak both the language of business and technology—translating complex concepts into practical strategies that drive measurable outcomes. Whether you're navigating regulatory challenges, implementing new technologies, or developing innovative products, we provide clarity and confidence in an increasingly complex landscape.
Combining deep financial services experience with cutting-edge technology knowledge
20+ years of front-office experience in derivatives trading, structuring, and risk management at leading investment banks and asset managers.
Deep expertise in AI, machine learning, blockchain, and fintech solutions with practical implementation experience across financial services.
Comprehensive knowledge of UK and EU financial services regulation including MiFID II, Consumer Duty, TCFD, and emerging requirements.
Extensive experience in M&A, corporate finance, and strategic planning across the financial services sector with proven transaction track record.
Trusted by leading financial services organizations across the UK
"Eaton Vasey's structured products expertise transformed our advisory capabilities. Their practical approach and comprehensive training enabled us to confidently offer sophisticated solutions to our clients."
"The digital transformation strategy developed by Eaton Vasey gave us a clear roadmap for modernizing our technology infrastructure while maintaining regulatory compliance."
"Their regulatory compliance expertise was invaluable during our Consumer Duty implementation. They provided practical solutions that met regulatory requirements without disrupting our business operations."
We invite you to discover how Eaton Vasey can help your organization thrive in today's rapidly evolving financial services environment. Contact us for a confidential discussion about your challenges and objectives.