All posts by: Sharon Taylor

About Sharon Taylor

What it means for us and you  We work with many advice firms and are continually looking at ways we can improve our internal processes and ultimately the service we offer our clients.  By being awarded the ISO 9001-2015 Certification our current and future clients can be assured that they are working with a company […]

Lean process as a methodology has its origins in the automotive industry, most notably with Ford and Toyota. The guiding principles of lean remain absolutely valid today. 

I could start this blog with a tried and tested quote about change but I suspect you have heard them all before.  What I hope will be of more interest is a framework for planning strategic change in your business. Having worked on many change initiatives I have found that there are some consistent components to achieving […]

For every business, be it advising on clients’ wealth and financial planning or making widgets, the consistent use and application of business processes are critical.  This is particularly true for businesses subjected to intense regulation such as financial advice and planning. It should have been a major surprise when the FCA publised its findings into […]

First Financial Advisers are an IFA firm whose associated company offers an outsourced compliance function to IFA firms who require that extra specialist knowledge.  Whilst many companies are unsure as to whether they should outsource elements of their business there are a number of rules to follow to ensure you work with a specialist.

An article published in the Sunday Times recently, highlighted a new wave of fraud that targets professional firms and their clients. ‘Who really sent that email?’ focuses on the increasingly sophisticated tactics used by con artists to delete, intercept and impersonate firms to steal money. Banks are now taking a hard line, saying that they […]

No matter what you are selling, your website needs to truly reflect your branding and your values. Your website is an online version of your business and can often be the first interaction a prospective customer has with you.  If your office is modern and fresh but your website hasn’t been updated for the last […]