William Macdonald helped us with everything from designing a new service to ongoing compliance monitoring, training, conducting and marking role plays with advisers and thorough due diligence on third parties. He was an especially good partner to have when thinking about new products and services, with a strong grasp of the regulatory framework and ability to see potential issues and propose effective solutions. He is a “senior player” at the table and able to work well with senior management, providing guidance and coming up with solutions in face to face discussions.

William is pragmatic and a representative of “can-do”, pro-business compliance but at the same time he provides a clear understanding of where the boundaries lie and is firm in his insistence on quality and compliance and unafraid to point out issues where they exist. It was a pleasure to work with him and I hope to have the opportunity to do so again in the future.

John Butters