Work For Good – the smart way for businesses to donate to worthy causes – February, 2019

Work For Good provide a smart way for businesses to give to the causes that they care about. This platform builds giving into your day to day work, for the good of both charities and your business. Our pledge is that we will donate the first £50 from any new client who has been [...]

Work For Good – the smart way for businesses to donate to worthy causes – February, 2019 2019-03-19T10:18:10+00:00

Why outsourcing file notes increases productivity – January 2019

In an ideal world, we’d all diligently write up our meeting notes. However, there simply isn’t enough time. We offer a secure service to dictate meeting notes, minutes and reports. We transcribe them and return by email. It’s simple to use, meets the security necessary for the financial sector, and increases productivity by saving 3-4 [...]

Why outsourcing file notes increases productivity – January 2019 2019-01-24T17:12:00+00:00

Contemporaneous file notes needed as evidence – January, 2019

A detailed, contemporaneous file note should be made of all verbal discussions with clients. File notes can be one of the most important documents in the event of a dispute or query with a client. A typical client complaint will involve some element of dispute in relation to the verbal discussions between the adviser and [...]

Contemporaneous file notes needed as evidence – January, 2019 2019-01-17T14:50:58+00:00