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Case study: Liz Tuccy Wealth Management


Liz Tuccy wealth management

Download case study PDFAbout the client:

Based in the beautiful Charnwood area of Leicestershire, Liz Tuccy Wealth Management is an Associate Partner Practice of St James’s Place Wealth Management. Following a successful career in Stock Broking and Independent Financial Advice, Liz Tuccy was invited to join St James’s Place and her Wealth Management services Practice was born. Supporting businesses and clients in the local area, Liz and her team provide a selection of services including income and general Investment planning in areas such as retirement, pensions and portfolio management. Her Practice also offers guidance in areas such as inheritance tax, life or critical illness cover and income protection.

Business need:

As the business continues to grow the principal Liz Tuccy has been faced with the challenge of providing new employees with a role that gives them the very best possible work life balance. In order to do this she wished to explore home working whilst at the same time enabling the team to be connected back into her business enterprise from home. To this end Liz approached Evoke Telecom to see how she might enable home and remote working across her business whilst keeping her communications all joined up.

Solution:

The team at Evoke Telecom identified that in providing a business home worker solution they would need to utilise existing home services where possible whilst enabling employees to successfully separate their work and home lives.

The ‘Remote Office’ solution availble via the Gamma Horizon cloud telephony product was ultimately recommended.

Utilsing cloud technology a home worker is provided with an individual Liz Tuccy Wealth Management business telephone number which is diverted to a best suited home device of their choice, be it business mobile, business cordless telephone or even home telephone. Calls in and out only reflect the dedicated business telephone number – keeping any private numbers exactly that – PRIVATE.

Each number is individually managed by the employee by themselves from their business laptop via a secure web interface. And calls can even be diverted to other team members or Liz should the need arise.

Finally, all bills go directly to Head Office removing the need for expense claims and other time consuming administrative activities.

Benefits

Remote Office from Gamma Horizon has meant that Liz Tuccy can enable employees to work easily from home without requiring them to commit to the daily office commute. Calls are easily managed and can be diverted or redirected to suit daily requirements.

What is more, this solution has proved to be extremely cost effective at a fraction of the price of installing remote VPN extensions on a traditional office PBX system. Gamma Horizon Remote Office from Evoke Telecom delivering flexibility and efficiency to Liz Tuccy Wealth Management.

Verdict:

“We are more than happy with the service provided by Evoke, in particular, the personal and professional service of David Wardell. David and his team have taken the time to try and ensure the smooth running of our VOIP service. I have been most impressed with the level of service from the technical support team whenever we have had problems with our service. I found the support provided fantastic and the staff couldn’t do enough to help me. Issues were resolved in a timely manner as Evoke understands the importance of a reliable phone service. I would recommend Evoke to any business.”
Liz Tuccy BA (Hons) Dip PFS Certs CII (MP & ER), Principal
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