Regulatory and Risk Advisory Solutions
MELROSE
Who are we?
What do we do?
Located in Bath, Melrose is a collective of industry experts who collaborate and innovate in the financial services regulatory consultancy space
With a focus on outcome regulation, the financial services industry continues to move away from a prescriptive approach to outcome based regulation. Great for consumers but challenging for firms and practitioners
Melrose pools together extensive knowledge and experience to provide innovative solutions and support helping firms navigate the regulatory and operational landscape
At Melrose we believe optimised results come from a measured approach. There is little point hitting ultimate regulatory compliance & consumer outcomes whilst employees run themselves into the ground and the business fails to be profitable. We look to align consumer, regulatory and business outcomes. Our ethos is to help all stakeholders win, whether it is the consumer, shareholders, employees or of course the regulators. Keep these elements in balance and everyone is happy!
We have developed a range of tools to help our clients make the best of their processes, people and technology to meet the challenging demands of a modern regulated business environment
Whether it is due diligence, consumer duty related activities, remediation, integration, business change or any other regulatory/ operational need, Melrose provides innovative solutions and financial services consultancy, helping clients manage regulatory and operational risks
Meet the Team
The Melrose team has been formed to deliver innovative solutions and practical advice to our clients
Director
Julia Davies-Cousins
Julia is a regulatory specialist with extensive senior management and consultancy experience. Julia has worked with a wide range of companies from small firms to large plcs, both on and offshore, during her career. She has helped many firms and individual’s transition, improving culture, performance and regulatory adherence.
Julia is a realist with a can-do attitude. With hands on industry experience, Julia brings a pragmatic approach to our clients, helping them identify areas for transition, seek solutions and ultimately ‘get it done’!
If you would like Melrose to help you improve your culture, performance and/or regulatory adherence contact the Melrose team on contact@melrose-group,com
Director
James Dell
James has a proven track record of designing and delivering strategic and regulatory solutions for clients. His industry experience has covered financial services distribution, manufacturing, wealth management, retail banking and investment. He has an excellent understanding of current regulatory themes, industry developments and a forward looking view of applicable technologies.
James has delivered a diverse range of assignments and projects and has a depth of experience in delivering strategic innovations, new products, processes and services to diverse distribution channels. His approach is always customer centric, but he is still a very naughty boy.
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Finance Director
Katherine Dell
Katherine is a Chartered Insurer (FCII) with a proven track record of delivering strategic initiatives in the financial service sector . Katherine has owned and run her own consultancy practice providing diverse range of services across multiple sectors during her career. She has been a question writer for the Insurance Institute, the Financial Insurance Test and the Certificate in Financial Administration.
Katherine is a communicator with excellent leadership skills and the vision and perception to build and lead a variety of strategic and commercial projects. This is invaluable to Melrose clients wanting acquire, integrate and implement rapid operational and regulatory change across firms with differing cultures.
If you would like Melrose to help you please contact the Melrose team on contact@melrose-group,com
Sales Director
Mark Davies
Mark is a management consultant specialising in operations, sales and marketing. He has worked with a variety of SMEs across several regulatory industries during his career. He understands the importance of being profitable and operational whilst also meeting regulatory requirements. Mark has helped many firms bring their services and products to market both nationally and internationally, breaking into new markets.
Mark is an enabler, able to cut through issues to identify workable solutions. With wide ranging experience he brings solution driven approaches to both our clients and our own company’s goals, widening market reach.
If you would like Melrose to help you improve your culture, performance and/or regulatory adherence contact the Melrose team on contact@melrose-group,com
Mental Health and Wellbeing Consultant
David Downey
David is a specialist mental health and wellbeing practitioner, with two masters in Psychology and Sports Rehabilitation, his focus is on psycho-education, building self-confidence and stress management.
David has worked within the NHS intensive support team, taking the lead to deliver formulation, distress tolerance and emotional regulation skills. He has also had a career leading sports rehabilitation apprenticeships in North Hampton Saints and Bristol Bears RFC.
During his NHS career he used his skills to help people see a more positive future through cognitive and dialectical behavioural therapy skills. David is creative and supportive, taking the time to understand the people he works with to make sure his approach is cofacilitated between himself and the client. With his experience in professional sport and the NHS, David knows how to assist people to get the most out of themselves.
Financial Management & Accountancy Consultant
Jacquie Delaney
Jacquie is a Chartered Accountant with over 35 years experience. Jacquie has worked with professional service companies of all sizes for 20 years. She has extensive experience in small and medium sized companies and understands the need to manage resources efficiently and imaginatively.
Jacquie is pragmatic and an innovator, looking for ways to improve systems and outcomes at every opportunity.
Your interactions with her and her team will be treated with efficiency and the best possible customer service.
Business Architect
Gary Mason
Gary plays a crucial role in bridging the gap between business strategy and execution. He is responsible for interpreting and contextualising strategy for operational needs, developing artifacts like business capability maps and value streams, and helping streamline the IT enablement process
Gary has a background in business analysis, process management, operations, and systems analysis. He works closely with various stakeholders to ensure that business strategies are effectively implemented and aligned across the organisation.
Regulatory Consultant
Is this you?
THE FOUNDERS
Why they created Melrose
PEOPLE
VALUE
CLARITY
Having spent their careers supporting businesses varying from one person bands to large plcs, one truth kept shouting out to the Melrose founders: Toxic working environments hamper people’s wellbeing, their creativity and strangle productivity.
The Melrose founders wanted to create a working ethos for their team and clients where productivity and creativity thrives. Promoting collaboration and innovation whilst helping clients create the right culture in their own firms. Look after your people and they will look after your clients and your firm.
Consultancy can be a big business expense. The Melrose team wanted to offer something different to the market. A move away from old fashioned consultancy of chunky prices and solutions that the teams on the ground often find difficult to implement. The team wanted to deliver true value.
The right price, for the right work, at the right time. From the C suite down to the rock face, all areas of the business need to be heard and understood for any outcome to be of value and truly embedded.
Ever attended an event or webinar, or read a set of guidelines and thought "what does that mean to me"? No doubt like the Melrose founders, you have seen many solutions that could leave a practitioner with a confused look on their face. Ivory tower solutions may look pretty but on a practical level they can fail to deliver. Our founders wanted to create solutions that make sense to everyone from the C suite down to the rockface.
Many regulatory consultants haven't worked in the businesses they are advising. The Melrose team believe that understanding what it is like for the people actually operating in the controlled environment is crucial to delivering a practical and workable solution.
The Melrose founders wanted to be able to provide solutions that not only makes sense, but will truly make a difference, improving operational efficiency, culture and outcomes for all involved.