Our role in the industry
We work – and engage directly – with regulators, trade bodies, professional institutes and industry partners across the full financial ecosystem.
Our recent work includes:
- Representation on the FCA Sustainable Finance Advisory Committee
- Member of the FCA Disclosures and Labels Advisory Group
- Collaboration with industry bodies and compliance associations
- Industry events and webinars
- Delivery of training and education at a national scale
- Joint research and thought leadership
- Advising on evolving suitability and preference expectations
Through the Client Preference Programme, we are supporting a sector-wide shift towards consistent, structured preference and objective conversations.
Who we support
Industry-wide throughout the distribution chain: advisers and advice firms, networks, DFMs, platforms, providers, fund groups, education organisations, paraplanners, compliance professionals, industry bodies, fintechs and tools providers.
The team behind In Accord:
Elly Dowding| Director | Technical Compliance & Regulatory Specialist
Member of the FCA Sustainable Finance Advisory Committee to the board
CFA Certificates in Climate & Investing, ESG Investing and Impact Investing
Winner – Woman of the Year – ESG award 2022
Highly commended – Woman of the Year – Adviser Support Services 2024
Independent compliance consultant – Defined Benefit transfers, S.166
Key accounts City BDM & Sales Manager
Lee Coates OBE | Director | Industry Insight | Advice Process Specialist
Winner – Outstanding contribution to the Sustainable Investment Industry award 2025
Member of the FCA’s industry-led working group – Advisers’ Sustainability Group
Awarded OBE for ‘services to ethical business and finance’
Co-Founder and financial adviser Ethical Investors – 31 years
Co-Founder Ethical Screening
Launched Australia’s first vegan superannuation fund
Members of the Association of Professional Compliance Consultants
Members of the UK Sustainable Investment and Finance Association