Trusted Partners
Here is a list of the Trusted Partners that I work with, all experts in their fields.
Exacto Data Consulting
Services offered: data analysis, extraction, transformation, cleansing, enrichment, auditing and migration.
I have over 16 years of experience in data management and migration projects, providing support and guidance from a multitude of systems. From extracting and migrating data to a new CRM, providing insights into how data can be cleansed as well as performing data cleansing, these are all part of what I can offer to give your business richer, more powerful MI. Whatever your data needs, I work with you to understand exactly what you are looking for and provide exceptional consulting
Angel Martinez
Email: angel@exactodataconsulting.com
Website: www.exactodataconsulting.com
Connect with me on LinkedIn
Common Sense Implementations Ltd
Services offered: implementation, onboarding
Consulting business focussed on providing common sense, hand-on solutions in programme, project and integration management within the Wealth Management industry. With over 20 years experience across multiple products and sectors, offering a very professional and dedicated service
Lee Davis
Email: leedavis@commonsenseimp.co.uk
Website: Coming Soon. Here is my brochure.
Connect with me on LinkedIn
IFA Outsource
Services offered: Income Reconciliation, Administrative support, Ad-Hoc/Holiday Cover
In our competitive market, your growing business needs support. I can provide a full service including Virtual Administration, Income Reconciliation, Document Design and Back Office Support, or if you wish something more specific get in touch and we can chat this through.
Joanne Morgan CertPFS
Email: ifaoutsource@outlook.com
Website: www.ifaoutsource.co.uk
Connect with me on LinkedIn
Open Door Policy
Open Door Policy supports UK Financial Services IFAs, platform and product manufacturers, those supporting compliance functions and those supporting software adoption & development.
• We create and document your real life proposition documents.
• They are working documents which will explain how you operate to the Regulator.
• They can also be used as in house guides and educational pieces.
• The propositions are:
o Creating and documenting how you charge, including a Price and Value Statement.
o Creating and documenting a combined Centralised Investment and Retirement Proposition.
o Creating and documenting your Consumer Duty Proposition.
• An Update and Reset Service to make sure that it all remains fit for purpose.
• Open Door Policy also build guides, analysis documents and educational pieces.
Karl Dines
Website: www.opendoorpolicy.co.uk
Email: info@opendoorpolicy.co.uk