SHAPING UP
FOR THE FUTURE
We help financial services firms navigate regulatory change, build operational resilience, and transform their business with deep expertise and practical solutions.
Expert Guidance
Risk & Compliance
Strategic Change
Business Transformation
Board Advisory
Senior Expertise
ABOUT US
Resilience Through Change
We are a boutique management consultancy that helps you take practical steps to develop, shape and grow your business whilst remaining in control and complying with your regulatory obligations.
Whether it's exploring new business opportunities, scaling your business or adapting to regulatory change, Shapes First can be your trusted partner in the ever-changing business landscape.
- Deep expertise in the regulatory landscape
- Breadth of experience in transformation programmes
- Practical, deliverable solutions
- Senior-level engagement throughout
WHAT WE DO
SOLUTIONS & SERVICES
We deliver deep expertise in the regulatory landscape coupled with breadth of experience in shaping and delivering transformation and change programmes.
Risk, Compliance & Conduct
Navigate complex regulatory requirements with confidence. We help you build robust frameworks that protect your business and customers.
Business Transformation
Drive meaningful change across your organisation. We deliver transformation programmes that achieve lasting results.
Performance Improvement
Optimize your business performance. We identify opportunities and implement solutions that deliver measurable outcomes.
Regulatory Change
Stay ahead of evolving regulations. Our experts guide you through implementation with clear, traceable methodologies.
Operational Resilience
Build resilience into your operations. We help you identify, prevent, and recover from operational disruptions.
Board & Strategic Advisory
Access senior-level expertise and guidance. We provide strategic counsel to boards and leadership teams.
Learning & Development
Build capability across your organisation. We design and deliver tailored training programmes.
OUR TRACK RECORD
Proven Results
TESTIMONIALS
What People Are Saying
Reviews
OUR TEAM
Meet The Shapers
We are an experienced team of specialists that never lose sight of the bigger picture. Our combination of capabilities means we can help you shape coherent solutions across your business.
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Simon Tweddle
Founder
Over 25 years of experience in financial services, specializing in risk, compliance, and regulatory change.
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Karen Latham
Senior Consultant
Expert in operational resilience, business continuity, and transformation programmes.
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Michelle Bailey
Senior Consultant
Michelle has over 15 years’ financial-services experience specialising in anti-financial crime, and in her spare time she’s a keen creative who loves crafting and painting.
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Anna Nicolis
Senior Consultant
Anna has 10+ years’ experience delivering regulatory change and risk transformation across banking, broking, trading and FX, and holds a Cambridge Master’s in AI Ethics.
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Solène Sharpe
Senior Consultant
Solène has 25+ years’ financial-services experience in senior risk roles, supports clients on risk frameworks, ICAAP/ICARA and stress testing at Shapes First, and is a black-belt karate champion.
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Donna Turner
Senior Consultant
Donna has 25+ years’ financial-services experience in market risk, compliance, anti-financial crime and whistleblowing, and outside work loves skiing and diving.
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Chris Ham
Senior Consultant
Chris has 25+ years’ experience across banking, finance and consulting, is known for pragmatic strategic and transformation leadership in risk, operating models and technology, and is a watersports fanatic.
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Karen Marson (née Macdonald)
Senior Consultant
Karen has 20+ years in financial services, moving from hedge fund software development to leading global regulatory change, and now advises on compliance; she loves photography, surfing and yoga.
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James Hastie
Senior Consultant
James has 25+ years in financial services, is a former FSA Client Assets Unit founder and client money/assets risk specialist, and now prefers skiing to marathon running.
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Mike Charters
Senior Consultant
Mike has 25+ years in financial services delivering front-to-back strategic change, and outside work he plays guitar and spends time in his recording studio.
GET IN TOUCH
Ready to Shape Your Future?
Please get in touch with us if you would like to discuss anything. We are more than happy to have an informal chat about your requirements and answer any questions you may have.