HR Support

Professional HR support to help your business run smoothly

Human Resources is about creating the right culture to help your staff deliver.  In addition, the consequences of the pandemic, the Senior Managers and Certification Regime and GDPR means there has never been a time when its more crucial to have robust HR support and processes in place.

For businesses without an internal HR function, we can facilitate support to:

  • reasonably ensure you meet regulatory HR requirements
  • assess the health of your current HR practices
  • have the right employment contracts in place for employees
  • have suitable policies and procedures in place – in a simple to understand manner
  • mitigate against the risks of getting employee issues wrong
  • provide management training for disciplinary and grievance meetings
  • provide HR legal guidance through a dedicated helpline
  • navigate GDPR and handling of staff data
  • deliver Executive and Senior management career coaching and resilience training
  • assist in setting health and wellbeing policies and programmes for employees
  • with mergers & acquisition support (divestitures, buy and sell side due diligence, integration, harmonisation)
  • design appropriate culture setting workshops
  • design robust reward and benefits programmes
  • provide independent strategic advice as part of Exco or Remco meetings

If you wish to try the service out before committing to an ongoing relationship you can can arrange to have an HR risk audit. This will deliver a comprehensive independent assessment of your current HR practices, along with assessing risks and potential improvements that can be made. With the results from the risk audit, we can help  by providing ongoing guidance and access to a range of policies and procedures, all of which can be tailored to individual business requirements.

If you would like HR support, please get in touch  with our HR consultant Katherine and her team. Email , call her direct on 07566 766954 or call the helpline on 01604 709509.


Our E-learning platform has over 200 courses including compliance, insurance and business skills. There’s no easier way for your team to meet their CPD requirements.


Staff Training

Digital training can only be part of the solution; training from line managers with specific examples of what it means to break a rule within the business are key.

Please contact us if you would like to discus Conduct Rules training or any other regulatory training requirements you might have.

Regulatory workshops

Our compliance workshops will help you understand the implications of significant developments in the regulatory landscape, such as SM&CR. They are a great opportunity to focus on the changes and understand the likely impacts, as well as giving you a chance to network with other brokers and meet our team.