1. Best Practice Toolkits
Our extensive knowledge and experience has allowed us to build and develop a
wide range of best practice tools, guides, and documents to enable businesses
to create an enviable structured and organised back office working environment,
where staff thrive and your time is freed up.
The Resource Management Toolkit
Your team is your most valuable asset, so why wouldn’t you want to do what was
right by them.
This toolkit will assist you in implementing and managing an effective HR
management system and provides you with the necessary tools, guides, policies
and documents to:
• Meet your legal obligations as an employer
• Attract, build and retain a truly unique team
• Motivate and reward your team to achieve maximum performance
• Capitalise on existing core skills to enhance team skills and knowledge
• Successfully develop your team through appraisals and training
The Best Practice Implementation Toolkit
Achieving professional structured systems and procedures is no easy task but
absolutely possible if you know what you are doing. This toolkit will assist you in
implementing and managing an operational structure to make your business
successful.
This toolkit provides you with all the necessary tools, guides, policies and
documents to:
• Organise and structure your working environment
• Achieve effective diary, task and workflow management
• Create and manage ‘The 21st Century Back Office’
• Document your key procedures and practice guidelines
• Maintain best practice and strive for continual improvement
• Enhance the client experience.

2. Who we are
We are experts in providing specialist solutions to the ever-demanding
challenges that you as financial planners and firms, face day to day.
Our extensive knowledge and experience allows us to offer you the
support and guidance that you need in the following areas:
• Creating operational procedures and policies
• Building and enhancing team structures
• Redesigning workflow and task management
• Implementing effective back office systems
• Designing, implementing and running HR and Payroll functions
• Understanding and managing key professional partner relationships
Our main objective is to make sure that you and your business are
working as efficiently and as effectively as possible. We are extremely
flexible in our approach and aim to add value to your business by working
closely with you to help implement the right systems and tools. This, in
turn, will free up more of your time to spend on client facing revenue
generating activities.
Your choice
If you want to work smarter and more efficiently because you know there
has to be a better way of working than ‘your way’, then call or drop us an
email.
And don’t forget all of our consultancy work is covered by our Value
Benefits Guarantee which means that if you gain no value from our work
together then we will give you your money straight back! We can’t be
fairer than that!
It would be our pleasure to work with you so together we can take the
first step in reshaping your business and life forever.