Our Services

Comprehensive Financial Services Consultancy Solutions

Transforming Financial Services Through Expert Consultancy

At Eaton Vasey, we provide specialized advisory, implementation, and educational services across the financial services spectrum. Our comprehensive service portfolio addresses both immediate operational challenges and strategic opportunities, helping organizations navigate complexity and achieve sustainable growth.

Unlike generalist consultancies, we focus exclusively on financial services, allowing us to develop deeper expertise and more relevant solutions. We combine sophisticated capabilities with flexible delivery models to provide the agility and value-focused approach that modern financial institutions require.

7
Core Service Areas
100+
Projects Delivered
95%
Client Satisfaction

Our Core Service Areas

Specialized expertise across the financial services value chain

Technology & Digital Transformation

Navigate the digital future with AI implementation, fintech integration, and comprehensive digital transformation strategies tailored for financial services.

  • AI & Machine Learning Implementation
  • Digital Transformation Consulting
  • Data Analytics & Business Intelligence
  • Cybersecurity Advisory
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Investment & Portfolio Solutions

Enhance your investment capabilities with sophisticated portfolio strategies, structured products expertise, and innovative investment solutions.

  • Structured Product Portfolio Management
  • Wealth Management & Portfolio Construction
  • ESG & Sustainable Finance Advisory
  • Retirement Planning Tools
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Regulatory & Risk Management

Navigate complex regulatory requirements with confidence through expert compliance advisory and comprehensive risk management frameworks.

  • Consumer Duty Implementation
  • MiFID II & Product Governance
  • ESG & Sustainability Reporting
  • Operational Risk & Controls
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Corporate Advisory

Strategic financial advisory for growth, transactions, and value creation including M&A advisory, financial modeling, and capital raising support.

  • M&A Advisory & Due Diligence
  • Financial Modelling & Valuation
  • Capital Raising & Restructuring
  • Strategic Planning & Analysis
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Consulting Services

Transform your derivatives and structured products operations with battle-tested expertise from experienced front-office professionals.

  • Derivatives Strategy & Implementation
  • Structured Products Development
  • Risk Management & Controls
  • Trading Operations Optimization
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Project Management

Expert project delivery for complex financial services initiatives with specialized expertise in regulatory, technology, and operational projects.

  • Regulatory Implementation Projects
  • Technology Transformation Projects
  • System Integration & Migration
  • Product Launch Management
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Education & Training

Elevate your professional expertise with comprehensive training programs designed by industry practitioners with decades of experience.

  • Structured Products Training
  • Derivatives & Risk Management
  • Digital Transformation Education
  • Regulatory Compliance Training
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Our Service Approach

We believe in delivering sophisticated solutions that work in the real world. Our approach combines deep industry knowledge with practical implementation expertise to ensure sustainable business outcomes.

Practical Excellence

Solutions that are implementable, measurable, and designed for your specific context

Independent Perspective

Advice truly aligned with your best interests, free from vendor conflicts

Knowledge Transfer

Building your capabilities for long-term success and self-sufficiency

Sustainable Value

Solutions that continue delivering value long after our involvement ends

Why Choose Our Services

  • Financial Services Focus - Exclusive specialization in financial services sector
  • Proven Experience - Front-office experience from leading institutions
  • Technology Expertise - Deep understanding of fintech and AI applications
  • Flexible Delivery - Tailored solutions for your specific needs and budget
  • Rapid Implementation - Accelerated time-to-value with proven methodologies
  • Ongoing Support - Continued partnership for optimization and enhancement

Who We Serve

Trusted by leading financial services organizations across the UK

Wealth Management Firms

Independent advisors, boutique wealth managers, and family offices seeking sophisticated investment capabilities and operational excellence.

Financial Institutions

Regional banks, building societies, and credit unions modernizing operations and enhancing digital capabilities.

Asset Managers

Fund managers and investment companies developing new products and enhancing portfolio management capabilities.

Insurance Companies

Life insurers, general insurers, and brokers navigating regulatory requirements and digital transformation.

Fintech Companies

Digital financial services providers scaling operations and enhancing regulatory compliance frameworks.

Independent Advisors

Financial advisors and planners enhancing service offerings and adopting new technologies for client benefit.

Ready to Transform Your Capabilities?

Whether you're facing specific challenges or exploring strategic opportunities, our comprehensive service portfolio can help you achieve your objectives. Contact us to discuss how we can support your success.