Each of our clients has their own objectives and faces specific challenges in reaching them.
Our approach has four stages:
Discovery
We’ll have an initial conversation to understand your business and what your aspirations are, identifying strengths and weaknesses.
Analysis
We’ll create a bespoke project plan, using information gathered, to build on your strengths. And we’ll encourage your involvement in addressing any weaknesses. Our outcome will be a series of events and actions with a clear time frame and all the necessary documentation.
Implementation
You’ll be fully involved in implementing the agreed solutions. We’ll work together to ensure progress, helping make adjustments as circumstances and markets change. We believe that our focus on your involvement allows us to build confidence in the outcome and develop effective solutions.
Review
The Financial Conduct Authority expects client outcomes to be the centre of your business plan, so we have a similar belief in the way we work with you. It’s essential to include periodic checks so that the plan delivers the expected benefits. For some firms this will mean building internal capability so that future requirements can be addressed without our assistance, while other businesses prefer to retain us.
