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
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
Operational improvements
Fund Setup
Delivery Management
Root Cause Analysis
Finance Transformation
Due Diligence Across any areas
Event Management - Marketing
Financial Health Check
Platform Management / Changes
Project Health Check
Wealth Management Strategy
Client Segmentation
Providing Non-Executive Director (NEDs) support / appointment
Technology Management
Problem Projects
Third Party Supplier Management
IFA Options / Development
HR Changes / Implementations / Developments
CRM System implementation
Transformation / Re-engineering programs
Procurement
Investment Management Changes
Project Management
Governance
FCA applications - Advisory / Discretionary Permissions (DFM)
Mergers and Acquisitions
Program Management
Citrix Server Environments
Change Management
Authorised Corporate Director (ACD) Selection / Development
Business Start Up
IT Change, new program implementations
Risks (heatmaps / assessments / cost incurring errors (CIEs)
Operational Efficiencies
Corporate Strategy
Business Analysis
Compliance Implementation / MiFID II