Selected reference projects

The following contains current reference projects, presented courtesy of the companies involved.

Reference 1

Client testimony from Richard Ogston Director RBCDexia Investor Services



Steve is very well organized and conversant on the technical aspects of project management but also possesses strong emotional intelligence which has allowed to achieve and deliver through others in sometimes complex, political business environments, Steve is an extremely clear, logical thinker and is able to clearly communicate with those at all levels of an organization from business analysts and developers through to executives. This lends itself to the forging of strong relationship building with stakeholders which has been a key success factor.


Steve's approach to project management has allowed him to deliver and add value in different business areas as his skills can be applied in any business environment and industry.

Steve is more than just a senior project manager though and has also achieved a great deal in more of a pure consultancy manner.  He has achieved this through his understanding of how businesses are built and run and is able to articulate and manage the transformational change from current 'As Is' state to future 'To Be' state. Steve brings a balanced view of risk, operational efficiency and quality to proceedings and has strong strategic thinking skills which have proved to be invaluable.


On a more personal note I can tell you that Steve has always been incredibly committed, hard working and supportive throughout the time I have worked with him and really does have a positive can do delivery attitude.  Steve is also very personable and this helps foster a productive working environment. I have never heard a bad word said against Steve and that is due to his unquestionable integrity.

Reference 2

Former colleague testimony from Shaun Woodrow now Managing Director The Corporate Action Company


I first started worked with Steve Davies on projects within UBS based around Corporate Action reporting and processing.

Steve had the roles of Analyst and Project Manager at that time and he ensured the project was delivered on time with a high degree of client satisfaction. The implemented software continued to be used for many years after its implementation outliving many similar products.


I have worked with Steve on intermittent projects and he has been of great assistance over the years, while building a Corporate Action software product. His ability to call on his network of contacts within the banking sector has also proved to be invaluable.

Steve has many years of experience in finance and specifically corporate actions. In my experience Steve applies a great deal of detail within his analysis and ensures that all aspects of his projects are carefully considered.

These analysis skills help him to ensure that projects that he is managing are comprehensively evaluated and tracked to completion.


Steve is a highly self motivated and applies a strong determination to all of his projects to ensure delivery of a high quality result. Steve strikes an excellent balance between targeting long term strategic requirements and applying realism where tactical solutions are required.

Steve deals will with all involved parties with a straight forward and honest approach building trust between team members which allows open discussion to ensure solutions are found to project issues without delay.


Steve was a pleasure to work with. He is a very likeable character who applies the same integrity and honesty and dedication to all aspects of his life.