About Financial Fluency


We offer over 150 in-house, open and online courses.

Thousands of learners have attended our face-to-face training courses in over 15 countries.

Thousands of learners from over 30 countries have completed our online training courses.


For individuals:
• We offer public face-to-face training courses and online courses.
 
For organisations:
• We meet learning objectives and make a difference through tailored in-depth in-house training courses.

Who we are

We are a team of highly motivated and experienced professional trainers and we are passionate about helping others learn.

Our experience

Experienced Finance Trainers work for Financial Fluency

We have expertise in all areas of finance from finance basics to advanced financial reporting and tax. In particular, we specialise in making finance relevant and interesting to both financial and non-financial staff.

Our presenting team has experience working with both the public and private sectors, from large multinational organisations to sole traders. All our presenters are experts in their field and each have at least a decade and usually considerably more of training experience.

We have worked for and provided training to global accountancy firms, magic circle law firms, major banks, financiers, traders, manufacturers, retailers, service businesses and government bodies.

We have a diverse pool of authors for our online courses who are recognised experts in a variety of professions. Our online training is largely focused on finance professionals, although it is accessible to professionals on other disciplines.

We established Financial Fluency as a niche training provider in January 2009 after many years of experience working with
less specialised global training providers.

Financial Fluency Limited is registered in England & Wales, number 06805063

Where we deliver

We are based in London and deliver face-to-face training throughout the UK and Internationally.

Our online courses are available globally and we currently have online customers in over 30 Countries.

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Our team

A selection of our presenters and other team members are profiled below.

Aubrey Joachim
Aubrey is a management coach, mentor and public speaker with 30 years of international professional experience. With expertise and interest in strategic management accounting, financial management, organisational strategy, risk management, finance transformation, business analytics, governance and change management, he is a sought after trainer and facilitator as well as being a past president on CIMA.

We are lucky to have Aubrey as a speaker on some of our specialist programmes.

Email: aj@financial-fluency.co.uk

Aubrey Joachim

Bartek Bonecki
Bartek is responsible for our administration, keeping our website up-to-date and dealing with some of our suppliers. He is an avid historian and has a fantastic ‘attention to detail’.

Email: bb@financial-fluency.co.uk

Bartek Bonecki

Danielle Saul
Danielle is a Chartered Tax Adviser with over a decade of experience in tax. Danielle has worked in practice for a big four firm and lectured at one of Europe’s leading training providers. She has also contributed to numerous tax publications.

Danielle specialises in online tax training courses.

Email: ds@financial-fluency.co.uk

Darren Leiser
Darren has over 20 years experience in the accounting professions, having worked as an accountant, auditor, technical manager and lecturer. He has extensive experience in specialist areas such as pension schemes, charities and solicitor audits.

Darren is known for the practical advice he dispenses.

Email: dl@financial-fluency.co.uk

Darren Leiser Audit and Accounts Training

Grant Silverman
Grant is a sales and marketing practitioner with two decades of experience in sales. Grant has worked for a wide variety of organisations. He is especially creative and has in his own words – ‘the gift of the gab’.

Grant is responsible for our sales and marketing.

Email: gs@financial-fluency.co.uk

Jack Posner
Jack is a Chartered Accountant with four decades of experience in finance. Jack has spent the majority of this time working as an accountant in practice. He has experience working hands-on with a large number of organisations.

Jack is responsible for our operations and finance. He also provides technical input into some of our training programmes.

Email: jp@financial-fluency.co.uk


Kate Creighton
Kate is a highly experienced professional financial trainer, specialising in the design and provision of courses on corporate finance. Kate’s training style is engaging and participative, encouraging delegate discussion and learning through the use of case studies and real-life practical examples.

Kate specialises in corporate finance training.

Email: kc@financial-fluency.co.uk

Michael Oscar
Michael is responsible for our client service operations. He is the first port of call for many of our website enquiries and manages our client communications process. He is a graduate of marketing and keeps us all smiling with his great sense of humour.

Email: mo@financial-fluency.co.uk

Nicholas Best
Nicholas is an experienced Chartered Accountant, with many years experience in professional training. Nicholas has big 4 experience both in accounting and training consultancy. He has worked with a variety of training companies.

Nicholas specialises in financial management, CIMA T4 Case Study and also delivers our project management courses.

Email: nb@financial-fluency.co.uk

Ross Maynard
Ross is a Management Accountant with over 20 years of experience in finance and organisational development. Ross has worked with organisations of all different sizes offering a combination of consultancy, coaching and training.

Ross specialises in throughput accounting, lean service, value-based pricing and process improvement. He is also a trained kaizen facilitator.

Email: rm@financial-fluency.co.uk

Ross Maynard Lean & throughput accounting specialist

Ruth Renton
Ruth is a qualified solicitor with many years experience working in magic circle law firms and delivering legal based tranining.

Ruth specialises in employment law training and advice.

Email: rr@financial-fluency.co.uk

Sally-Ann Kodurand
Sally-Ann is a solicitor and trainer with over 20 years experience in private practice, and in the delivery of training in legal education and personal development skills.

Sally-Ann specialises in legal ‘knowledge’ training from financial professionals, particularly forensic accountants, who advise private individuals on matters arising from divorce.

Email: sak@financial-fluency.co.uk

Sasikala Pa
Sasikala is our web application developer and programmer. She works on Financial Fluency’s online learning platform. She is highly a qualified individual with degrees in mathematics, computer application and computer science. Sasikala has over 10 years IT experience and applies her knowledge incredibly creatively to whatever challenges we present.

Email: sp@financial-fluency.co.uk

Sasikala Financial Fluency Developer

Sharon Booth-Howie
Sharon is a trained counsellor and psychotherapist as well as a a licensed Myers Briggs practitioner and qualified life coach. She has spent the last two decades helping professionals with their personal development and managerial skills.

Sharon delivers our professional development courses and executive coaching programmes.

Email: sab@financial-fluency.co.uk

Sharon Booth-Howie Professional Development Courses

Sofia Ramos
Sofia is our general administrator. Always smiling, she is incredibly organised and keeps our i’s dotted and t’s crossed. With a background in childcare she makes us all feel very looked after.

Email: sr@financial-fluency.co.uk

Sofia Ramos

Stuart Warner
Stuart is a Chartered Accountant with over two decades of experience in finance. Stuart has worked for a big four accountancy firm and one of Europe’s leading training providers. He has trained thousands of finance and non-finance professionals at all levels and has authored several finance publications.

Stuart specialises in business finance and spreadsheet training.

Email: sw@financial-fluency.co.uk

Stuart Warner Financial Fluency
Stuart Warner ACA Chartered Accountant

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Our authors

A selection authors of our online courses are profiled below.

Ai Khim Tuang
Ai Khim Tuang is an organisational psychologist and a data analyst, she has spent over seven years analysing numbers and business trends for eBay Asia and Europe. Prior to this, she spent four years providing B2B e-sourcing consultation services to major corporate clients such as Nestlé, Johnson & Johnson, BP, ExxonMobil, and Intel in Asia. She is now a curator at PurpleBeach, advising clients on how to build a metrics focused approach in their people or business transformation initiatives.

Ai Khim Tuang is the author of Network Leadership.

Ai Khim Tuang

Alan Lewin
Alan Lewin qualified as a chartered accountant in 1982 with Touche Ross (now Deloitte) in Leicester. Alan left accountancy practice in 1985 to start a career in lecturing and then consultancy. He initially worked for Chart Tutors (now Kaplan) running one of their examination centres, then moved back to Deloitte’s audit training department and then in 1996 established his own training company. Alan now specialises in writing and teaching the subjects of auditing, corporate governance, money laundering and information system strategy.

Alan is the author of Outsourcing for Finance professionals.

Alan Lewin

Andy Davis
Andy Davis is a writer on investment, finance and business. He spent 15 years as a journalist on the Financial Times, and held a series of senior roles including Development Editor and most recently editor of FT Weekend.

Andy is the author of Alternative Finance.

Andy Davis

Anna Faherty
Anna Faherty is a writer, lecturer and consultant working across the publishing, museum and charity sectors. She has hands-on management experience as a director of a multi-million pound publishing division and a trustee of a small independent museum.

Anna is the author of Thinking Strategically, Enterprise and EntrepreneurshipCommunicating for Professional Success, Communicating Complex Ideas, Remote and International Working, Managing Change and Transformation, Social Media for Accountants, Innovation for Accountants and Professionalism and Ethics for Finance.

Anna Faherty

Brian Plowman
Brian Plowman is a founding partner and managing director of Develin and Partners, a UK based management consultancy firm. He has 30 years’ consulting experience and has specialised in the development of methods for Activity Based Management and Business Process Management. He is a Chartered Engineer, Chartered Management Consultant, a Fellow of the Institute of Management Consulting and author of several books in his specialist fields.

Brian is the author of Activity Based Management.

Brian Plowman

Chris Bruce
Chris Bruce is Operations Director for Northrop Grumman Sperry Marine, a premier provider of Navigation solutions to the Commercial and Military Marine market. With over 25 years experience, he has overseen the implementation of countless products, systems and solutions from turn-key programs through to volume market products from initial idea through to end of life and has an MBA from Kingston University.

Chris is the author of Operational Cost Savings and Efficiencies, Writing a Business Plan and Agile SCRUM Project Management.

Chris Bruce

Danielle Saul
Danielle Saul is a Chartered Tax Adviser with over a decade of experience in tax. Danielle has worked in practice for a big four firm and lectured at one of Europe’s leading training providers. She has also contributed to numerous tax publications. Danielle specialises in online tax training courses.

Danielle is the author of Tax Course for Accountants.

Danielle Saul

David Allen
David Allen is a past president of CIMA and a past chairman of the Management Accounting Committee of the International Federation of Accountants. He was employed for many years by Cadbury Schweppes group holding directorships with various subsidiary companies, notably Cadbury Ltd.

David is the author of Forecasting for Financial Managers, Dynamic Budgetary Control, Strategic Financial Management, Financial Control in SMEs, Financial Management in Turbulent Times, Managerial Megatrends and Financial Control, Risk management for accountants, Corporate Social Responsibility for Finance Professionals and Performance Measurement: The reality.

David Allen

David Molyneaux
David Molyneaux completed a PhD on ethical issues and their management and subsequently worked with the Chartered Institute of Bankers in Scotland and with the Judicial Studies Committee to raise awareness of the challenges of professional ethics.

David is the author of Dealing with Ethical Issues.

David Molyneaux

Drayton Bird
Drayton Bird has long been one of direct marketing’s best known teachers and authorities. He has spoken and trained in 43 countries and worked with a number of the world’s best known brands. The Chartered Institute of Marketing recognised him as one of the 50 individuals who have shaped modern marketing. He was the leading trainer for Ogilvy and Mather direct worldwide, later creating and conducting a special training course for American Express senior executives. He was named Teacher of the Year by the U.K. Institute of Direct Marketing.

Drayton is the author of Promoting Your Professional Practice.

Drayton Bird

Gabelle LLP
Gabelle LLP are an award winning, independent team of tax experts who provide comprehensive tax advice. For many years Gabelle have been providing accountants, and other industry professionals, support with technical tax know-how and practical experience. The Tax Tips for Accountants series is a unique collection of CPD courses designed to give Accountants what they need to know about Tax. The series has been designed by Gabelle, and is based on the most frequently asked questions on their accountants’ helpline.

Gabelle LLP are the authors of Tax Investigations Tips for Accountants, Self-Assessment Tips for Accountants, Partnership Tax Tips for Accountants and Property Tax Tips for Accountants.

Gabelle LLP

Grant Thornton UK LLP
Grant Thornton UK LLP specialise in developing, building and reviewing financial models for clients. Grant Thornton is one of the world’s leading organisations of independent assurance, tax and advisory firms. Over 38,500 Grant Thornton people, across 120 countries, are focused on making a difference to clients, colleagues and the communities in which they live and work.

Grant Thornton UK LLP are the authors of Introduction to Financial Modelling, Building a Financial Model, Financial Modelling of Real World Complexities and Modelling Financing Options.

Grant Thornton

Jeremy Swinfen Green
Jeremy Swinfen Green has worked in online marketing, communication and business strategy since 1993. In 1995 he was appointed the first Digital Media Director by Aegis, the holding company of the Carat media agency group. Subsequent to that he worked as Strategic Operations Director for media owner emap digital, Managing Partner at digital consultancy iLevel Generator, Digital Director at direct response agency MC&C, and Managing Director at the user experience consultancy Amberlight. He has run Social Media Risk Consulting and its sister agency Mosoco, which provides social media marketing services, since 2013.

Jeremy is the author of Cyber Security Strategy and Managing Risk in Social Media.

Jeremy Swinfen Green

John Burbidge-King
John Burbidge-King is a thought leader and specialist in corporate reputation and risk management. He has a long established international business background and is the CEO and Founder of Interchange Solutions. He is in the process of becoming a Civilian Deployed Expert on corruption for the UK government’s Sustainability Unit.

John is the author of Anti Bribery and Corruption.

John Burbidge-King

John Mardle
John Mardle is the entrusted freelance facilitator and founder of CashPerform Limited a company that develops strategic and operational efficiency in the Cash Conversion Cycle. Prior to this John was Finance Director of Parsons Group International and part of ABB’s executive management team where he supported the transition phases required of acquired companies to become compliant with ABB’s ethos and culture as it built to be the largest engineering company in the world.

John is the author of Working Capital Optimisation and Cash Flow Management.

John Mardle

John Taylor
John Taylor is a Chartered Accountant who spent many years advising small and medium sized businesses across the North of England. He specialised in dealing with the particular problems faced by large family owned companies. John joined Bradford College where he taught a wide range of students from diverse backgrounds and with varying levels of ability. John later joined Leeds Met University where he specialised in teaching auditing on ACCA professional courses and Forensic Accounting at Masters level. He is now a freelance author and lecturer.

John is the author of Business Growth through Acquisition, Ethical Compliance, Preventing & Dealing with Financial Crime and Forensic Accounting.

John Taylor

Juan Carlos Venegas
Juan Carlos Venegas is an accountant, certified forensic consultant, fraud examiner and counter fraud specialist based in the UK and has been in accountancy practice since 2003. He advises clients on financial management, budgeting and strategy implementation, fraud prevention and detection and UK/Spanish taxation. He is a course writer and a tutor for Oxford College and also works in fraud and forensic investigation cases and tax investigations. He is also a Finance Trainer for different international organisations based in the UK and abroad.

Juan Carlos is the author of Fraud and Corruption, Anti-Money Laundering Regulation and Becoming an Expert Witness.

Juan Carlos Venegas

Leanne Hoffman
Leanne Hoffman is a coach, trainer and consultant specialising in leadership, employee and organizational development. Leanne has nineteen years’ experience working as a Management Consultant for Andersen, and in Organisational Development for Tesco Limited and SAGE Publications and as a freelancer for a range of companies. Over the years she has learnt much about how to motivate, engage and develop people so they can perform to the best of their abilities and contribute significantly to the organisations they work for.

Leanne is the author of Building Resilience for Professional Success.

Leanne Hoffman

Lincoln Miles
Lincoln Miles is a professional financial reporting trainer who has provided accountancy training for 15 years. Lincoln specialises in UK GAAP, IFRS and US GAAP and runs a training and consulting business that provides services in the UK, Poland, Bulgaria, Greece, Slovakia, Romania Czech Republic and the Channel Islands.

Lincoln is the author of FRS 102: Choosing between alternatives, FRS 102: How will the numbers change?, FRS 102: Impact on systems and dataFRS 102: Reacting to reduced regulation and Business Performance Management Techniques in a Dynamic World.

Lincoln Miles

Linda Eziquiel
Linda Eziquiel is a Research and Development (R&D) tax credit specialist with extensive experience in helping small and medium sized UK businesses and their advising tax accountants claim R&D tax credits.

She joined Terry Toms and Partners (trading as RandDTax) in 2012 as a Director and specialist R&D tax credit consultant. Since then she has built a significant personal client portfolio covering companies drawn from across a wide range of industries and sectors.

Linda is currently based in London, which has been her home for many years, although she originates from a farming family in Dorset. Before specialising in R&D Tax Credits, Linda provided more general business advice and support services, under the umbrella of the Home Counties and London Group Business Advisor networks, of which she is still an active member. Her earlier professional career included managing several multi-million pound government and EU funded regeneration and development programs, and she holds a Master’s Degree in Business Administration.

Linda is the author of Claiming R&D Tax Credits.

Linda Eziquiel

Lisa Weaver
Lisa Weaver is a professionally qualified lecturer with 15 years experience of exam-based, and CPD lecturing for accounting and finance professionals. Lisa qualified ACA with Deloitte, and spent 4 years in audit practice. Since leaving audit practice, Lisa has lectured financial reporting, audit and governance subjects, developing and delivering CPD courses for qualified accountants working in industry and in practice. Lisa has delivered courses across Europe, the Caribbean, China and South East Asia and is regularly published in ACCA’s Accounting and Business journal.

Lisa is the author of Understanding the New UK & Ireland GAAP, Managing the Transition to New UK & Ireland GAAP, Getting to Grips with FRS 102, FRS 105 & FRS 102 1A: UK GAAP Micro & Small Companies, Managing your Transition to IFRS, Professional Scepticism, Corporate Governance for AccountantsWorking in Accounting and Finance Teams and The Integrated Reporting Framework – Practical Application.

Lisa Weaver

Marie Taylor
Marie Taylor is a writer, speaker, a qualified transformational coach and facilitator. Marie coaches professionals who already have successful busy lives and educates leaders to support effective organisational leadership. With over 12,000 coaching hours, through working with people across Europe and internationally, Marie has trained in a range of coaching disciplines mostly in the UK and USA.

Marie is the author of Developing Your Professional Career.

Marie Taylor

Patrick Macdonald
Patrick Macdonald is a Co-Founder and Partner at the School for CEOs, a new approach to executive education. He has 30 years’ experience in business. Patrick holds a first class honours degree in Engineering Science from Oxford University and gained an MBA with Distinction at INSEAD in 1992. He is a Chartered Engineer, a Fellow of the Royal Society of Arts and a Companion of the Chartered Management Institute. He is also a Sainsbury Management Fellow.

Patrick is the author of Strategic Analysis and Competitive Positioning.

Patrick McDonald

Peter Howson
Peter Howson is a director of AMR International, London’s leading independent provider of commercial due diligence. He has so far worked on over 200 due diligence assignments. In addition he has over 25 years of mergers and acquisitions (M&A) and business development experience gained both in industry and as an adviser. Peter has a degree in Economics, is a CIMA qualified accountant and holds an MBA from Manchester Business School. He has written three M&A and due diligence related books.

Peter is the author of Negotiating Mergers and Acquisitions, Due Diligence in Mergers and Acquisitions, Buying a Business and Market Analysis for Finance Professionals.

Peter Howson

Rob Lucas
Rob Lucas is recognised as an eminent expert in intellectual property (IP) development and commercialisation. He has advised the government in innovation and is a former member of the government’s IPPR think tank on the future of digital rights in the UK. He has authored both private and public sector publications in the subject of IP development and commercialisation. An owner of various SMEs over the years, Rob really knows what it takes for an SME to be successful in this fascinating subject.

Rob is the author of Intellectual Property and New Ideas.

Rob Lucas

Rob Weaver
Rob Weaver BA (Hons) Dip PFS helps companies comply with their auto enrolment responsibilities through his work with 3Difs, a firm of Chartered Financial Planners and Employee Benefit Consultants. He is a former Senior Pensions Consultant at a leading pensions provider. He holds the Certificate In Pensions Automatic Enrolment, Diploma in Financial Planning and the APMP in Project Management. He also sits on the AAT Payroll and Pensions technical committee and works on training projects on Automatic Enrolment. He is experienced in employee benefit schemes, directors’ pension scheme and self-invested personal pensions.

Rob is the author of Pension Auto Enrolment.

Rob Weaver

Robin Tidd
Robin Tidd, MBA, FCMA, MCIM, is an experienced management consultant. He has developed significant knowledge over the past 27 years working with organisations, and driving their success via a down-to-earth, practical approach. He was Chair of CIMA Members in Practice 2000-2005 and is a member of CIMA’s council.

Robin is the author of Business Performance Management, Key Performance Indicators, Managing Through a Recession and The Road to Continuous Improvement.

Robin Tidd

Robin Sykes
Robin Sykes is an independent tax adviser who, having worked in both large and smaller firms, has a broad range of knowledge and experience. Robin believes in providing pragmatic solutions to clients and carries this approach through to his writing – which is designed to provide practical information that can be used by professionals in their work – rather than simply being a regurgitation of sets of rules. The majority of Robin’s work involves advising accountants and other professionals on tax issues affecting their clients.

Robin is the author of International Taxation of Individuals.

Robin Sykes

Sean Purcell
Sean Purcell (BA ACMA CGMA) has been involved in training and development of finance staff for over 20 years and was a founder member of the organisation which is now Kaplan in the UK. He has also been involved in management development and CPD of finance teams both in the UK and overseas having delivered over 200 courses in Singapore, Malaysia, Hong Kong, Dubai, Sri Lanka, Zambia and Croatia.

Sean is the author of The Finance Business Partner.

Sean Purcell

Stuart Warner
Stuart Warner is a Chartered Accountant, author, non-executive adviser and trainer, with over two decades of experience in finance. Stuart’s goal is to help businesses increase productivity and profits through innovative and engaging finance training. He is a director of Financial Fluency Ltd and delivers finance based training programmes around the world to both finance and non-finance professionals.

Stuart is the author of Making Budgeting Work in the Real World.

Stuart Warner

Tony Austin
Tony Austin FCA has been a Chartered Accountant and tax specialist for over 30 years of which nearly 20 years were as tax partner with BDO and Mazars, where he specialised in advising charities on direct taxation matters particularly those relating to trading, Gift Aid and other tax effective giving and the establishment and running of trading subsidiaries. Through his work with the Charities’ Tax Group, he is involved in the consultation process with HMRC on the application and reform of tax legislation affecting the not for profit sector. He also advises owner managed businesses, both large and small, on all aspects of direct taxation and tax planning affecting them and the people that own them, including subsidiaries or branches of overseas companies.

Tony is the author of Gift Aid and Donor Tax Reliefs and Charity trading and Charitable Expenditure.

Tony Austin

Wayne Bartlett
Dr Wayne Bartlett specialises in public sector financial management and budgeting and has worked as a consultant and lecturer throughout the world. After 7 years in the NHS in the UK, he joined the Home Office as Head of Accountancy Advice. He has worked closely with a number of Supreme Audit Institutions and has become an expert of the implementation of international accounting standards.

Dr Wayne Bartlett is the author of The Structure of Financial Statements, IFRS: Income, Revenue and Revenue Recognition, IFRS: Expenditure, Provisions and Taxation, IFRS: Property, Plant and Equipment, Financial Instruments under IFRS, IFRS: Other Non-Financial Assets and IFRS: Accounting for Business Combinations.

Wayne Barlett

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Financial Fluency Limited is registered in England.
Company and legal information.