About Us

We share over 100 years of practical experience within Wealth Management, Transfer Agency, Life & Pensions and Banking.

We comprise a team of fully qualified practitioners that share common values, principles and behaviours. We are experienced specialists in our own disciplines providing coverage across all aspects of the Financial Services market.

We believe in a different kind of consulting.

We pride ourselves on being:

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Our team have extensive experience in the financial services sector, providing valuable insight, practical advice and workable solutions.

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We have experience in change management, risk management, process improvement and strategic planning. We tailor our frameworks and methodologies to fit the problem.

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Our knowledge, experience and expertise is underpinned by the following set of values: integrity, simplicity, independence, commitment and tenacious delivery.

Meet the Founders of Simplify Consulting

Kate Monserrate


Professionally qualified and experienced Consultant, specialising in Programme Management, with significant experience in delivering and embedding large scale transformational change, including Risk and Regulatory initiatives.  Experience in leading teams both technically, in terms of Risk and Regulation, and providing strategic direction.  Proven track record in consistently delivering change successfully on time, to budget and to quality, with excellent communication, stakeholder engagement and organisation skills. Kate is learning to play golf and enjoys running.

Carl Woodward


Professionally qualified and experienced Consultant with a strong delivery focus and strategic mindset. Significant experience across Business Architecture, Business Analysis, Service Management and Technical Project Management & Delivery disciplines, with a proven track record of achieving successful, measurable and sustained results. Experience of leading teams and playing pivotal roles across major transformation programmes. Proven ability to deliver consistent, on time and on budget business solutions, aligned to strategic goals. Carl is an avid Spurs fan and keen golfer.

Considering a career with Simplify?

We are always looking for good people to join our team. If you are looking for a change and have experience in Wealth Management then get in contact.


Companies we have worked with…

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