About Us

The BTS Story

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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.

How?

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.

THE TEAM

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.

Luiza’s favourite R0 subjects include; R01 Financial services, regulation and ethics (!), R04 Pensions and retirement planning (pensions is her all time favourite subject), R05 Financial protection, and R06 Financial planning practice. Luiza sits the R0 exams every year to keep her knowledge as up to date as possible. She has designed BTS materials for their R06 workshop for every single sitting since inception. As a result, her knowledge and experience is second-to-none.

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!

Jeff’s favourite R0 subjects include; R02 Investment and risk, and R03 Personal taxation. He is a veritable tax and investment ninja, due to his extensive experience and his ability to simplify complex calculations and concepts into easier to understand segments. Just like Luiza, Jeff sits the exams every year to keep his knowledge up to date and to  make sure he can continue to deliver the best possible support to BTS candidates.

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.

When you attend a BTS workshop or access 1:1 coaching you will meet our team. Different Associates have a passion for different R0 subjects (we can’t all be experts across the board). BTS match the most experienced Associate to the needs of the group or the individual.

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. Whether you are just starting out and thinking about starting to study for the R0 exams, or part way through your studies and looking for additional support, our team can chat through your options and help to guide you.

Pick up the phone or drop us an email to start an initial conversation about your study plans. We will work with you to answer any questions you have about the BTS approach and are happy to help you to decide on the best path for you.