With challenges come opportunities.
We help our clients by looking at their business from the outside and providing independent advice and guidance on improvements.
We can review your firm’s policies, procedures and check out your firm’s status independently, providing you with a straight to the point report and feedback on where improvements can be made.
We can help you to find areas for improvement or review the areas you have decided you want to make improvements.
If a firm does have areas to improve we can help with an independent eye, and a straight to the point view, to give your business a clearer picture of where you are, where you want to go and how you may go about getting there. Whilst always maintaining good oversight and governance as a Senior Management team at all times.
Please telephone 0161 870 6663 to speak to one of the team for more information or Contact us.
- Examine the key risk areas of your business to see if there are any gaps/outstanding actions and explain where improvements can be made.
- Explore what can be done better and how.
- Provide support with mergers and acquisitions (M&A)
- Review the management, controls and responsibilities
- Explore the firm’s compliance, identify where there are gaps and explain what action is required
- Help your firm to be more resilient and in a better position to build and drive your business forward
- Assist with your future planning and help you to build a flexible and dynamic business
- Business model, development and strategy review
- Explore your firm’s culture
We have used the services of Create Solutions for a number of years, and the team are always on hand to provide the necessary guidance, whether in relation to minor day to day queries, changes to our business which require notification to the regulator, or adapting our business to accommodate the significant regulatory changes which have impacted on us over the past couple of years. The ongoing programme of training/workshops provide further invaluable support for the business and our staff
Over the last 10 years, Mike Cranny and the team at Create Solutions have provided an invaluable service on a wide range of compliance issues which we face in our day to day business operations. With so many legislative changes taking shape in the wider UK insurance market, I would recommend anyone who is in need of guidance to seek out their advice.
Create Solutions are our constant in the ever changing world of FCA regulation. Fifteen years ago, they took the time to understand our business to enable them to provide the practical and proportionate solutions we needed to ensure our compliance and they have continued to deliver all our compliance needs ever since. Their patience, professionalism and knowledge is all delivered with genuine friendliness and enthusiasm. They make the world of compliance less painful and remain a pleasure to deal with.
We have been using Create Solutions for several years and find the services they are offer are invaluable to our busy brokerage. The Workout modules 1 & 2 tick all the boxes for staff training, not to mention helping towards CPD. With the changes in regulations over the past couple of years they have made the process easy to understand and to implement both through their workshops and additional help. Would highly recommend to any brokerage, their team are always available offering help and assistant.
We have used the services of Create Solutions for many years and the support we receive is invaluable to our business. There are times when we just need guidance to a relatively small query or more complicated situations such a change of Director within the company. Whatever is needed Create Solutions work with us to find the answers. They truly understand the complexities of the FCA and how this needs managing within a busy brokerage. I would recommend them to any broker as they reduce the worry of compliance and nothing is ever too much trouble.
Internal changes over the last twelve months led us to engage with the full service offered from Create Solutions. Their immediate compliance assistance, update on regulatory matters and training courses/ workshops over the year have been invaluable to us as a business in this ever changing regulatory environment. From a personal point of view, without having Create at the end of the phone for the last twelve months , I can’t imagine the additional work it would have caused me.
In the midst of increasing regulatory change, we took the decision to engage with Create over 2 years ago. Since then they have, provided quality compliance support to us when we need it, continually kept us informed of regulatory matters that we need to be aware of and have also helped us to establish a more solid compliance framework for the future. Pro-active compliance is their business…