Sue Nuttall

The user groups as provided by Jacana are vital to us as an organisation. Over the past number of years that we have been attending the user group, we have obtained very useful hints and tips to help us deal with the ever-changing world of financial services. The Jacana user groups have been really beneficial, and I would recommend it to anyone.

Alastair HenryNew Business and Compliance SupervisorDoherty PIC Ltd

Jacana has been an invaluable learning tool which helps us effectively manage our back office system. Sue is always fantastic at helping us with any issues we come across and helps us find ways to function more efficiently. The user groups are a great opportunity to find out what is new and find new ways of managing the system.

Emma McCahonAdministratorHills Financial Planning

The Adviser Office support service that has been provided by Jacana has been invaluable to our firm over the last six years. Without the training and support given, we would not have been able to utilise Avelo to its full potential. Now that we are in our transition to Xplan, we are delighted that the support and training from Jacana can continue. We are stepping into an unknown area and knowing that we would have the services of Jacana to assist us with the move and give us ongoing training in the future, was one of the main factors in deciding to move across to Xplan in the first instance.

Clare McCrossanAdministration SupervisorASM Financial Planning

Attending the user groups is extremely important to our company. The service provided by Jacana is crucial to the running of our Adviser Office system. Sue keeps us up to date on the latest developments and really knows what she is doing. We are therefore able to keep our system clean and up to date, ensuring our business runs smoothly. We would definitely recommend Jacana to other companies.

Kaylee McDonaldMartin Bage Ltd

I find the user groups invaluable. They provide the opportunity to share best practice with other advisers and help me to ensure that we are using our systems as efficiently as possible. Some of the teachings I have taken from the user groups have saved our company countless hours of time.

Katy LittlerClient ManagerJonathanFry PLC

I have used Sue and her company on many occasions and the service has always been professional and rewarding to our business. Jacana displays a true knowledge and desire to resolve issues quickly and to the highest standard. I will continue to use Jacana for their support and highly recommend them to any business who may require their services.

Ray HallOperations ManagerJohnston Campbell Ltd

The content of the monthly user group meetings is well thought out and highly informative. Over the course of the year, the agendas cover topics suitable for a variety of staff, from junior members new to the system to office managers and business owners.

Lorraine SumnerCompany SecretaryExplore Wealth Management

Sue and her staff at Jacana provide invaluable support whenever there is a potential problem.  They are easy to contact and always reply in a timely manner.  During training, Sue happily imparts her vast knowledge of all aspects of Adviser Office in a thorough but easily understandable format.

Lorraine SumnerCompany SecretaryExplore Wealth Management

We find the quarterly reviews to be extremely useful in raising the quality and improving the ongoing standard of our data. Sue’s knowledge of the system is excellent and her patience in sharing this is much appreciated!

Amanda MayesBusiness ManagerCapital Asset Management

Sue and her team have helped us from installation to full operation and they have reduced the worry of “new system adoption” considerably. Her training helped us to get more from the system much earlier than would otherwise have been possible. The income reconciliation function she undertakes on our behalf is particularly valuable to us.

Bill DallingChartered Insurance PractitionerSG Holding & Partners

I appointed Sue to manage the installation of Adviser Office across our 10 financial services sites. This involved organising the hardware and software requirements, the training of our financial services staff, and the transfer of a number of existing databases, including Swift, LSD and Fairs. I can say that Sue handled the whole project in an extremely professional and competent manner and her assignment was successfully completed on time and on budget.

N SherlockChairmanBrewin Dolphin Securities

I would also just like to say thank you for the excellent training provided by Sue during her last visit. The feedback I received from our staff was that they finally felt they were getting input from someone who knew both the system and had in depth knowledge of back office operations.

Chris AllenIT ManagerShorts Chartered Accountants

The User Groups are well organised and are a great forum for keeping up to date with latest developments on Adviser Office. The training provided by Sue is excellent and being a member ensures that our views on the system are heard by Avelo

Linda McGowanOffice ManagerRutherford Wilkinson Ltd

We have found the services provided by Jacana to be invaluable to us.

C ReaneyDirectorIndigo Financial Advice

A flexible cost-effective service delivered with clarity and understanding of the needs of the client. Sue is always available after training is complete to help with any queries or problems that may arise.

Pauline ForbesDirectorCaladonia Asset Management

The services provided to us by Jacana have been invaluable in the development of our back office system, Adviser Office provided by Avelo. I would be more than happy to recommend Jacana to other users of this system.

Nick WilsonCompliance DirectorPearson Jones

We have employed the services of Jacana in a consultancy capacity on many occasions and we have always found them to be of the highest standard. We would have no hesitation in using their services in the future.

Peter BraisbyPensions ManagerThree Counties Financial Management