What I was really impressed with, was that not only do you get that dedicated resource, you also have a manager that reviews all of their work, and all included in the price. Overall I’ve been really happy with the process and it’s helping me live my dream, which is to work from home and not have any staff in the office.
We just love working with Valenta and the people they have working with us. We work with Fatan in Malaysia. She’s absolutely fantastic; she shows initiative and she knows what she’s doing. We’ve really enjoyed the Valenta experience. We have a great relationship with our team. We appreciate the flexible hours; the fact we can be doing something else and they are in the background getting our work-ready is great.
Outsourcing makes the business more efficient. We also deliver greater service to our existing client base.
Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.
We have found Valenta’s service to be very professional, very capable and very timely. As a result it’s increased our productivity and reduced our bottom line. We’ve had some very good cost savings with our outsourcing arrangement with Valenta. We found their cost is very competitive compared to the market which has benefited our bottom line.
Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.
£1,000 /per month
£500 /per month
|Cashflow Modelling||£50||per scenario (+£15 per scenario past 2 scenario)|
|Needs Analysis + Illustrations||£25|
|LOA Processing and Collation||£15||per LOA|
|Fact Find Data Entry||£35||per Case|
|Adhoc tasks||Contact for pricing|
|Protection||£125||Pay per report (plus £50 per additional plan)|
|Investments||£125||Pay per report (plus £50 per additional plan)|
|Pension||£125||Pay per report (plus £50 per additional plan)|
|Mortgages||£125||Pay per report (plus £50 per additional plan)|
|Pension Transfers||£200||Pay per report (Added plan £75)|
|ISA Transfers||£150||Pay per report|