Project Work

Welcome to the Projects Page of Money Wise UK, now operating under the umbrella of QuantQual. Our evolution into part of QuantQual allows us to offer expanded insights and services across a diverse range of businesses, enriching our consultancy practice.

Our projects exemplify our commitment to delivering tailored solutions that address the unique needs of each client. Here's a glimpse into the type of work we are currently working on.

Compliance Oversight:

Reorganising and collaborating with business compliance consultants to establish robust compliance systems. This includes monthly consumer duty assessments, vulnerability monitoring, and active participation in annual audits.

Marketing:

Involved in marketing initiatives, from developing websites from scratch to assisting in setting up marketing committees for consistency across businesses. We also ensure compliance by meticulously monitoring all marketing materials.

Investments:

Focusing on investment strategies, we assist firms in various capacities, including building approval panels for specialist products, exploring Managed Portfolio Solutions (MPS), and participating in investment committees.

Operations:

Recognising the diversity among businesses, we optimise operational efficiency by ensuring consistency and implementing best practices. Our approach aligns with each company's unique needs, fostering a more streamlined and effective operation.

Charity Support:

Beyond business consultancy, we contribute to charitable endeavours by creating content and supporting their websites, embodying our commitment to making a positive impact beyond the financial sector.

At Money Wise UK, our projects are not just assignments; they are collaborative journeys aimed at driving tangible results and fostering long-term success. Explore further to discover how we can partner with your business to achieve your goals.

Previous projects

Investment Proposition

Developed investment proposition including processes, monitoring and communication as well as launching a range of positive impact portfolios for a financial planning business. Managing £100+ million in assets.

Financial Services Practice

Compliance

Successfully transitioned company from being part of a network to being directly authorised with the FCA in 2016. Role covered all aspects of compliance working closely with an external compliance agency. This covered audits, FCA returns and more recently implementation of consumer duty within the business.

Development and Implementation of a D2C Wrap Platform

Collaborated closely with business owners, partners, and colleagues to comprehensively define the requirements for establishing a Direct-to-Consumer (D2C) investment proposition. This encompassed aspects such as marketing, legal and compliance, as well as process and system requirements, considering the product, service, and commercial perspectives. The project progressed from a feasibility study to a successful development and implementation, with the initial launch of the proposition in January 2011, marking a significant achievement.

Financial Education Website

Website restructure

As the project manager with a budget of £40,000, I successfully oversaw the launch of the new Merchant Investors website (now Sanlam). The project was strategically aligned with a communication strategy to enhance leads for the sales team, specifically targeting the advised market. This role involved close collaboration with external contractors and internal staff, ensuring seamless coordination and internal compliance throughout the process.

Get in Touch: Explore my blog for insightful articles, and feel free to contact me. It would great to connect and see how I might be able to help your business.

Contact Money Wise UK

"Your dedication and the skills you've demonstrated in your work speak volumes. I'm confident that this change, although challenging, will open new doors for you where you can thrive and continue to make a significant impact."