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Action Consulting is a research-based consultancy that specialises in advising service businesses on marketing strategy, sales effectiveness and customer service. Our work ranges from designing and implementing customer feedback programmes, to working with top teams to re-appraise and develop their marketing and sales strategy. The business was established in 1995 and all our early clients came from the financial services sector. They included firms of accountants, IFAs, life insurance companies and global reinsurance businesses – a range of which we are proud. Since then, we have grown and diversified through applying skills and expertise gained in one market to other comparable businesses, and through recommendations from satisfied clients. A good example of this is our work with a leading network of IFAs. On the one hand this led, through personal recommendation, to being asked to develop a new sales process for a leading building society. On the other, the experience we gained, and the approach we used led to us being selected to work with a high-street network of retail stores. |
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We have taken great satisfaction in working with some of our clients for long periods of time, on not one, but many projects. One major client has been with us for over nine years, having entrusted us with over a dozen projects in that time. Another has been with us for seven years. These relationships, and others like them, allow us to deliver more and more value to the client with each new project as we get to know the business, and the people within it, more intimately. Of course, you shouldn’t take our word for it. Or better still, get in touch with us, and we will put you in touch with them.
Click on a name to find out more. > Philip Moore |
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Philip’s background is in financial services first with Provident Mutual, and then with Manulife Financial (UK) where he led major change programmes in product development, customer service and sales force organisation and management. With Action Consulting his main consulting activities have been in strategy facilitation, sales force development, and performance analysis and management. The majority of his work has been in the UK, but he has also undertaken consulting projects for companies in Hungary, Poland, Greece, Spain, the Netherlands, Russia and Kenya. In the UK Philip has worked on projects for AXA, BACS, Bradford & Bingley, Budgens, Cedar House Financial Services, Chamberlyns Financial Advisers, DBS, Dentists & General Friendly Society, Healthy Investment, Londis, Marks & Spencer Financial Services and Swiss Re. He has also worked for the Identity and Passport Service, the Criminal Records Bureau and the Home Office.
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He has researched and published on international best practice in selling life insurance through agents, developing world class customer service, and on product development in life assurance. Philip studied Philosophy at the University of Leicester and at Oxford University, and has an MBA from Cranfield University. He is a member of the UK Institute of Business Consultants and the Chartered Management Institute. On a more personal note, he is a member of Bedford Rugby Football Club and Surrey County Cricket Club. |
 Philip Moore |
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Kevin started his career in the late seventies as an actuarial student with Manulife Financial before joining Canada Life in 1988. There, after managing technical support and the annuity quotation service for a number of years, he moved into a variety of marketing roles, primarily IFA Marketing Manager. In this role he played a major part in establishing Canada Life's credibility as a new player in the IFA market, working with a variety of IFA representative bodies, technology firms, advertising and PR agencies, research organisations, and hospitality companies, to successful establish the Canada Life brand in that market. This ultimately led to him setting up and managing Canada Life’s key accounts team. In 2002 he joined Abbey for Intermediaries as a Key Relationship Manager, representing brands including Scottish Provident and Cater Allen Bank with IFA groups such as Lighthouse and Sesame. After a short break from the industry and a brief spell with a local IFA, he joined Cardif Pinnacle’s investment sales team to helping support and broaden their distribution capability in 2007.
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Kevin joined Action Consulting in November 2010 and his main focus has been in further developing Action Consulting's IFA proposition with a particular accent on the implications of the RDR for advisory firms and product providers, as well as involvement in Action Consulting's Client Insight programme and using his analytical skills to support their industry research and development activities. In his spare time, Kevin is an avid reader, enjoys most sports (sadly largely as a watcher rather than participant these days), and plays guitar (occasionally even in tune!). |
Kevin Twomey |
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Susan started her career in 1983 as a broker sales consultant with Friends Provident where she worked with building societies, IFAs and accountants for seven years. From there she joined LIMRA Europe, the UK division of a global training, research and consultancy organization where she was responsible for syndicated and single company research. She carried out research projects based on both original fieldwork and through synthesising existing research for consumption by senior management teams throughout the UK and Europe. Susan set up LIMRA's research into sales force compensation practices in the UK, as well as having responsibility for the marketing and validation of LIMRAs agent recruitment tool, The Career Profile.
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Susan joined Action Consulting in 1998 and, since then, her main focus has been in designing and conducting our research programmes, and in evaluating the impact of the research outcomes for the client. She has worked on projects for Londis, Budgen, Marks & Spencer Financial Services, Chamberlyns Financial Advisers, Bradford & Bingley, BACS, Clerical Medical International and NFU Mutual. Susan is an associate of the Chartered Insurance Institute. In her spare time, Susan dabbles in chocolate making (and eating). Fortunately, she is also an enthusiastic runner and walker. |
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Sue’s background is in office administration, IT applications and training, and quality management and, having worked as an IT Support Officer in a large company, ran her own IT training business for six years and is an RSA-qualified instructor and assessor. She has been Practice Manager of Action Consulting since 1998. In addition to managing the back-office Sue designs and produces research questionnaires, carries out market research, and is responsible for compiling and managing research data within the business, whether sourced internally or externally. She has an involvement in all the projects that we undertake, and in particular on projects for Londis, Budgen, Chamberlyns Financial Advisers, DBS and NFU Mutual.
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 Sue Graves |
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