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Operational Review

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Client/Customer Service Development

We were asked to provide the service design for a managed investment service for private and retail clients and to implement it.  Read more here.

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Operational Due Diligence

Following the FCA’s report on their thematic review of SIPP providers, the company wanted to improve its governance and modus operandi for reviewing overseas introducers. Read more here.

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Service Improvement Delivery

The company wanted us to help them focus on and improve their customer service.  Read more here.

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Creating a comprehensive Operational Plan

As part of the necessary requirements to protect and preserve the historic building and it’s contents, an approach was needed to systematically undertake the necessary seasonal preventive conservation work.  Read more here.