About Us

The BTS Story


BTS is a team of highly-qualified and experienced financial advisers, trainers and programme managers led by Luiza Todd and Jeff Scholes.

We are exam experts. We help candidates who are working towards the CII Diploma in Regulated Financial Planning to achieve exam success. The pass rates our candidates achieve are consistently high compared to the industry average.


We take candidates through a tried and tested series of steps that get great results. We don’t create technical study guides and hope that people will understand them. Instead, we guide learners from the start of their journey to ensure they are equipped with the knowledge and techniques to guarantee the best chance of R0 exam success. We are skilled with companies too, having years of experience under our belts designing business-focussed solutions that get results, achieve measurable commercial benefits, and give a valuable return on investment.


Meet Luiza

Luiza is a Chartered Financial Planner and a Fellow of the PFS with extensive experience in the Financial Services industry, both as a facilitator and one to one coach to individuals and corporations. Candidates love working with Luiza because of her no-nonsense approach and her laser sharp focus on equipping them with the precise skills they need to get a pass. Luiza lives in North Yorkshire with her husband and two cats, aka her fur babies.

Meet Jeff

Jeff has worked in Financial Services for well over 25 years and has a diverse range of experience, including programme and project management and sales and marketing, in addition to training design and delivery. Candidates love working with Jeff because he blends expert knowledge with a fun, friendly and patient approach and has a bit of a passion for tax too!

The BTS Associates

We could not do what we do without our brilliant team of Associates. We handpick the best people out there for their experience, knowledge, and ability to engage and support candidates in the BTS way that gets results.

The BTS Support Team

Often the first port of call, the BTS support team will help you to identify your study needs and discuss the options available to support your R0 journey. Contact us to arrange an initial conversation about your study plans. We will work with you to answer any questions you have about the BTS approach and help you to decide on the path for you.