TECHNICAL TALK
SPOTLIGHT ON …
CONSULTANCY SERVICES
The SimplyBiz Consultancy Team delivers a wide variety of compliance solutions to support your firm in meeting its regulatory obligations , strengthening existing business areas , or exploring new ones and futureproofing operational structures . Below , our Director of Consultancy Services , Paul Bruns , and some key members of the Consultancy Services Team , discuss the breadth of services available and how they can help you .
Paul Bruns , Director of Consultancy Services There is an old saying ‘ one thing that is consistent with regulation is change ’ and , with the regular introduction of new or revision of existing regulation , it is important that advice firms can deal with these changes in a confident and efficient manner to allow the maximum time to be dedicated to serving their clients . Here at SimplyBiz , we acknowledge this and strive to deliver services to both keep you safe in an environment of increasing regulatory scrutiny and support profitability and efficiencies to add value to your business and propositions . Our Consultancy Services Team has three key focus areas ; Regulatory Consultancy , Business Consultancy and Investment Management Consultancy , and these combine to provide a
OUR OBJECTIVE IS TO SUPPORT YOU AND ENSURE YOU HAVE A FULLY DOCUMENTED APPROACH TO CHARGING CLIENTS , CREATING INVESTMENT SOLUTIONS , OR YOUR PRACTICAL APPROACH TO THE CONSUMER DUTY .
comprehensive programme of support for advisory firms . Whether starting on a journey from AR to DA , considering new opportunities and growing your business or looking to the future and preparing for exit , our Consultancy Services Team will build up meaningful long-term partnerships and tailor our approach to ensure that your specific needs are met . Our services can be delivered on site or virtually , are designed to give you peace of mind that your firm ’ s compliance arrangements and systems and controls are compliant , effective , and in line with regulatory expectations . I ’ m very proud to lead the team and of the consistently highquality service that they provide to Members and Clients . I ’ ll hand over to the experts to introduce the services that their respective areas provide .
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