Empowering Financial Services Firms to Navigate Governance, Risk & Compliance with
Unmatched Finesse
Unravel hidden risks, lay solid foundations for growth, and embark on a journey where the ordinary is infused with magic.
Let The Genie elevate your Struggles
You've earned your qualifications and I see your passion for financial advice and guidance. Despite doing everything right, you feel hindered by regulations and rules. These hurdles stifle your growth, but I'm here to liberate you. I'm committed to lifting this burden, enabling your growth.
Compliance toil and trouble?
Late nights, buried under compliance paperwork, your mind constantly racing.
Did you miss a crucial detail? You long to immerse myself in what truly matters – nurturing client relationships and driving growth, free from the shadows of doubt and uncertainty. If only there was someone with the touch of expertise and a sprinkle of magic that enables your mind to stop racing at night?
Ready to turn those 'if onlys' into reality? Let's infuse your journey with clarity, confidence and a touch of magic
The Genie’s Promise
Alchemy of Assurance: Navigate the maze of Governance, Risk and Compliance with utmost confidence. With my expertise we will transform potential pitfalls into paths of opportunity and tools of empowerment, ensuring every step you take has solid foundations.
Mastery over Mundanity: Rise above the tedious and time consuming details of Operational Risk Management and embrace a world where regulatory requirements become seamless, leaving you to concentrate on innovation and growth, elevating your business to realms you have only imagined.
Guardian of Growth: Propel your business to new heights without the anchor of operational concerns. By entrusting the Genie with the complexities of Governance and Risk, you can devote your energies to deeper client connections and your magic.
Gift of Time: Reclaim the hours lost to compliance intricacies and operational inefficiencies. I offer the gift of time. Giving you an unparalleled advantage of focussing on your passions, personal development and pursuits that truly matter to your heart.
Forge an Unwavering Legacy of Trust: In an industry where trust is the currency, I help fortify that reputation. With meticulous attention to detail, I ensure every nuance is addressed, building an unshakeable foundation of trust with your clients and yours peers within the industry.
Meet The Genie
Once upon a time, in the hustle and bustle of financial services, I stumbled into compliance as unexpectedly as a gust of wind sweeping through an ancient market.
I was a paraplanner, specialising in pensions, minding my own business, when the Regulator's shadow loomed large over my workplace. A fellow employee was drowning in compliance chaos, and like a flash of light, my boss turned to me for guidance.
Armed with an ability to create efficiency out of chaos and a deep understanding of Financial Services, I discovered a magic - the art of understanding intricacies and weaving them harmoniously with empathy. Transforming me into the Genie of Governance, Risk, and Compliance. Today, I invite you into this magical odyssey, where growth knows no limits and compliance is guided by a unique enchantment.
Your Journey to Effortless Compliance and Growth
More Than Just Magic:
The Genie's Mastery
Dive deep into a world where I, the Genie, offer not just outsourced services, but a rich tapestry of expertise.
With a seasoned grasp on Governance, Risk, Compliance, Data Protection, and Business foundations, I navigate the complexities of the financial realm like second nature. Together, we'll transform challenges into stepping stones for growth and innovation, ensuring your business is both compliant and poised for success.
Ready to experience the Genie's transformative touch?
Work with The Genie
Audit
Tailored for Financial Advisers, my audit transforms regulatory mazes into pathways of growth and operational efficiency. With my GENIE system, I transform challenges into catalysts, all while nurturing your unique aspirations.
From £3,333
Data Audit
My specialised Data Protection Audit is designed to unravel the data complexities within a Financial Services business, ensuring that it not only remains compliant but thrives in today's digital landscape.
From £2,222
Ongoing Support
As your steadfast partner, I ensure your business flourishes by not only meeting compliance but elevating operational efficiency. My ongoing support, expertise, and dedication to guiding you towards excellence.
From £777 pm*
Nyree and I have worked together over the past 15 years in various guises, and during this time I have witnessed her embrace key compliance requirements utilising her vast knowledge from FCA regulation, FSC (Pre FSA in the Isle of Man), IPA, ICO to name but a few. Her thirst for knowledge and doing the right thing is evident in the raft of qualifications that she has collected not only in the regulated advice world but also recently in the risk management environment. Nyree is my go to contact in relation to all things “compliance”. She has always been direct, certainly there is no “box ticking” when it comes to advice and guidance.
- Iain Messengerl;l
