Services

Services

Lloyd Expert Consultancy Ltd has an excellent reputation for delivery and are often requested, required to assist, support multiple aspects and areas of a business.

We apply a common set of principals and standards that ensures the right outcome and high level of professional service that the client expects. As we are experts in the field of financial services we do work with a large variety of financial firms that can only benefit our knowledge and understand that we are only to happy to share*

All our services are provided with a detailed breakdown of what will be delivered and when by, regardless how big or small the requirement.

Our Financial Service arm assists a wide range of clients including but not limited to,

  • Independent Financial Advisers (IFA)
  • Wealth Managers
  • Asset Management
  • Fund Management
  • Custodians
  • Retail Banks

If you are considering bringing a contractor or temp in then please also get in touch as we are regularly providing the level of service with quality at the same cost as a contractor but with the guarantee and quality of an expert.

Get in touch today to see if we can be of assistance info@lloydexpert.co.uk

Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant
Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant
Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant

We are viewed as the leading experts when firms are looking to setup a OEIC for UCITS or NURS Fund offering and provide a detailed overview to deciding the best selection of an Authorised Corporate Director (ACD) based on the business model and what the business is hoping to achieve.

We don't advertise this fact as we are built on 'word of mouth' and 'reputation' in this space. Our advice, support and implementation is based on strong foundations of experience developing and delivering practically what the client wants and needs.

All our solutions are built around the client requirements and we believe that 'one size', 'one solution' doesn't fit all. Our consultants have a minimum 10 years' experience within this sector and give clients reassurance to implement change whilst managing key stakeholders throughout the entire process.

Current working examples of support with clients include,

  • Restructuring, bringing the OCF down
  • Setting up new funds
  • Converting IFAs to Wealth Managers
  • Support with FCA permissions
  • Building the Investment process with a high level of technical expertise from a very experienced CIO
  • Providing the framework for compliance within Fund Management and COLL rule adherence
  • Switching ACD
  • Providing Due Diligence
  • Assessing platform solutions and integrating within the operations of a business
  • MIFID II support on GAP analysis assessment, implementation solutions
  • Creating and developing the digital offering through an App
  • Selecting an ACD

We have successfully provided a number of solutions to organisations that want to achieve re-engineering and transformation in a controlled, confident way. We manage all these changes using recognised methodologies of Prince 2, Lean Six Sigma and PMP depending on the type of change and requirement.

Our full service offering includes

Citrix Server Environments

IT Change, new program implementations

Mergers and Acquisitions

HR Changes / Implementations / Developments

Operational improvements

Compliance Implementation / MiFID II

Governance

Problem Projects

Third Party Supplier Management

Procurement

Program Management

Project Management

Root Cause Analysis

Operational Efficiencies

Wealth Management Strategy

IFA Options / Development

Investment Management Changes

Fund Setup

FCA applications - Advisory / Discretionary Permissions (DFM)

Technology Management

Business Analysis

Change Management

Delivery Management

Event Management - Marketing

Risks (heatmaps / assessments / cost incurring errors (CIEs)

Due Diligence Across any areas

Client Segmentation

CRM System implementation

Project Health Check

Financial Health Check

Business Start Up

Finance Transformation

Platform Management / Changes

Providing Non-Executive Director (NEDs) support / appointment

Transformation / Re-engineering programs

Authorised Corporate Director (ACD) Selection / Development

Corporate Strategy

Business Start Up

Project Management

Authorised Corporate Director (ACD) Selection / Development

Change Management

Client Segmentation

Compliance Implementation / MiFID II

IT Change, new program implementations

Operational Efficiencies

Delivery Management

CRM System implementation

Due Diligence Across any areas

Governance

Investment Management Changes

Operational improvements

Platform Management / Changes

Corporate Strategy

Finance Transformation

Transformation / Re-engineering programs

Fund Setup

Technology Management

Risks (heatmaps / assessments / cost incurring errors (CIEs)

FCA applications - Advisory / Discretionary Permissions (DFM)

Project Health Check

Program Management

Problem Projects

Mergers and Acquisitions

HR Changes / Implementations / Developments

Providing Non-Executive Director (NEDs) support / appointment

Procurement

Root Cause Analysis

Financial Health Check

IFA Options / Development

Event Management - Marketing

Business Analysis

Citrix Server Environments

Third Party Supplier Management

Wealth Management Strategy