About Kirstie White

Kirstie is the co-founder of VoiceNotes Ltd. She has helped build brands for leading FMCG companies (Procter & Gamble/Shell) for over a decade before launching her own businesses. She specialises in supporting businesses in the financial sector. "VoiceNotes delivers the best service in the world and keeps ahead of the market – that’s enough to keep my interest in driving it forward.”

Senior Manager Regime takes up a lot of time – July 2019

VoiceNotes offers the solution to meet SM&CR's record-keeping requirements of documenting meetings, but don't just take our word for it - see the article we wrote in the FT. SM&CR Writing up minutes of board and senior manager meetings takes time, but is necessary for good governance. VoiceNotes provides a simple, secure and cost effective [...]

Senior Manager Regime takes up a lot of time – July 2019 2019-07-02T10:15:55+00:00

Why record-keeping & note-taking for MiFID II is important – June 2019

The FCA amended its proposal to require advisers to tape telephone calls under MiFID II by saying they can also make a written note of the conversation. They added the regulation that all face-to-face meetings also needed to have a written note. VoiceNotes delivers the solution by documenting all calls and face-to-face meetings in minutes. It’s [...]

Why record-keeping & note-taking for MiFID II is important – June 2019 2019-06-27T14:50:07+00:00

Our New Newsletter – June 2019

It's finally launched! To subscribe to our newsletter to receive the latest updates and offers just click here: SUBSCRIBE ME NOW Welcome.

Our New Newsletter – June 2019 2019-06-04T09:48:37+00:00

File Notes – Why Are They Increasingly Time Consuming? – March 2019

Writing up file notes is becoming increasingly time consuming – what options are available to help? VoiceNotes is the market leader in the transcription and proof-reading of outsourced file notes and reports for Financial Planners and IFAs - saving them on average 3-4 hours a week. VoiceNotes saves you valuable time and allows you to [...]

File Notes – Why Are They Increasingly Time Consuming? – March 2019 2019-03-19T10:11:25+00:00

Work For Good – the smart way for businesses to donate to worthy causes – February, 2019

Work For Good provide a smart way for businesses to give to the causes that they care about. This platform builds giving into your day to day work, for the good of both charities and your business. Our pledge is that we will donate the first £50 from any new client who has been [...]

Work For Good – the smart way for businesses to donate to worthy causes – February, 2019 2019-03-19T10:18:10+00:00

Why outsourcing file notes increases productivity – January 2019

In an ideal world, we’d all diligently write up our meeting notes. However, there simply isn’t enough time. We offer a secure service to dictate meeting notes, minutes and reports. We transcribe them and return by email. It’s simple to use, meets the security necessary for the financial sector, and increases productivity by saving 3-4 [...]

Why outsourcing file notes increases productivity – January 2019 2019-01-24T17:12:00+00:00

Contemporaneous file notes needed as evidence – January, 2019

A detailed, contemporaneous file note should be made of all verbal discussions with clients. File notes can be one of the most important documents in the event of a dispute or query with a client. A typical client complaint will involve some element of dispute in relation to the verbal discussions between the adviser and [...]

Contemporaneous file notes needed as evidence – January, 2019 2019-01-17T14:50:58+00:00

VoiceNotes goes live with Adviser LifeTalk – September, 2018

VoiceNotes & Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]

VoiceNotes goes live with Adviser LifeTalk – September, 2018 2018-10-10T09:18:59+00:00

LinkedIn profile summary for IFAs and Financial Planners

As you're probably aware, the negative perception generated by poorly-worded copy and spelling/grammatical errors on a LinkedIn profile summary, website, suitability letter, newsletter or email should not be underestimated. For IFAs and financial planners throughout 2018, we are offering to check your LinkedIn profile for FREE. There are no strings attached, and if you like [...]

LinkedIn profile summary for IFAs and Financial Planners 2018-07-02T14:06:35+00:00