Improving GDPR awareness at leading financial provider

MHA Moore and Smalley is a chartered accountancy and financial services firm, with offices in Preston, Lancaster, Manchester, Blackpool, Kendal, Liverpool, Kirby Lonsdale, Southport and the East Midlands. With a workforce of 300, the provider is also a member of the globally renowned Baker Tilly International network of firms.

As part of the company’s preparation for the impending General Data Protection Regulation (GDPR), Q2Q was enlisted to deliver a number of awareness workshops to their newly formed GDPR team. In this testimonial, marketing executive Julie Treverton explains how the tailored session has helped MHA Moore & Smalley with its ongoing compliance efforts.

  1. Summary of your business in your own words

MHA Moore and Smalley is a leading independent provider of accounting, business advisory and wealth management services. With nine offices across the North West and East Midlands, we have 300 partners and staff providing trusted advice to clients across the UK. We are also part of a global network of firms and help our clients with international trade matters.

  1. How did you hear about Q2Q’s GDPR services?

Q2Q was recommended to us by Freshfield, a marketing communications consultancy based in Preston.

  1. Why did you choose Q2Q and did you research other potential providers?

We did look at other potential advisors, but determined Andrew Stellakis to be the most credible thanks to his certifications, experience and recommendation.

  1. Which GDPR services have you received from Q2Q?

Andrew initially came in to deliver a presentation to our GDPR team. He explained the new regulations and gave an overview of how personal data processing needed to be managed in order to comply with the rules. He has additionally held subsequent in-house meetings with different teams – including the marketing department – exploring how to make the necessary preparations in more detail.

  1. How has Q2Q helped with your understanding of the GDPR and the next steps you need to take to prepare?

Andrew provided us with useful information and documentation to help us get ready for the GDPR, and his advice was both clear and practical.

  1. How would you rate the team on:
  • Value for money – Good
  • Level of customer service – Good
  • Level of knowledge – Good
  • Practical advice – Good
  1. What do you see as the biggest challenges for your business relating to the GDPR, and how has Q2Q helped you towards overcoming them?

The biggest challenge will be preparing all our data and systems for compliance with the new legislation. Q2Q has helped by providing invaluable advice and sample documentation.

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