Achievements and Highlights
At Money Wise UK, 2024 has been a year of innovation, collaboration, and progress. We've undertaken several impactful projects to support our clients' growth, enhance their digital presence, and streamline their processes. Here's an overview of our key accomplishments:
Website Revamps
- QuantQual: We transformed the website for QuantQual using the Wix platform, delivering a sleek, modern look while integrating basic SEO best practices to improve visibility and user experience. Visit QuantQual
- Ifamax Wealth Management: Leveraging the SquareSpace framework, we revamped the Ifamax website, enhancing its functionality, design, and SEO optimisation for an updated, professional appearance. Visit Ifamax
New Website Development
- Manning Gee Investments: Collaborated with a website designer to create a user-friendly site map, wrote SEO-friendly content, and implemented basic SEO strategies. Visit Manning Gee Investments
- Milne Standen Financial Planning: Built a professional and accessible website for Milne Standen using the Webador platform, combining effective design with impactful content. Visit Milne Standen
Compliance Support
Partnered with compliance consultants to ensure our clients' processes align with current regulations and remain up-to-date, offering peace of mind and operational efficiency.
Centralised Retirement Proposition (CRP)
Developed a bespoke Centralised Retirement Proposition (CRP) process and document, setting a new standard for efficiency and clarity in retirement planning.
Marketing Plans
Assisted clients in creating and implementing comprehensive marketing plans tailored to their business goals, ensuring they effectively engage their target audience.
Podcasts
Launched and managed the Money Wise UK Podcasts, delivering valuable insights and fostering meaningful conversations across the financial planning industry.
Blogs and White Papers
Produced a series of well-researched blogs and white papers, providing thought leadership and expert analysis on key financial topics.
Investments
We provided comprehensive support for investment research, ensuring robust processes and thorough analysis were in place. Our work spanned a broad spectrum of investments, including both active and passive strategies, as well as more specialised products such as Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS). Additionally, we collaborated with firms to develop clear and actionable anti-greenwashing statements, helping them maintain transparency and build trust with their stakeholders.
Consumer Duty and Vulnerability
We have established robust monthly reporting processes for both Consumer Duty and Vulnerability to ensure ongoing compliance and best practices. For Consumer Duty, we sought guidance from the Financial Conduct Authority (FCA) to confirm that we are capturing the appropriate level of data, enabling us to monitor and address key metrics effectively. This proactive approach ensures firms not only meet regulatory requirements but also uphold the highest standards of client care and protection.
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