things we do

"Having worked with Karlene previously at FTRC, I’ve watched her company, Organised You, successfully grow over the past few years. I recently referred an IFA client who was looking for a process and support review to Organised You as it was an ideal fit for both her business and location. Karlene immediately understood the client’s requirements and she personally delivered the work to a high standard and within the requested timescales while keeping me up to date with progress. Karlene is exceptionally well organised and knowledgeable about the sector. It is a pleasure to deal with her both professionally and personally and look forward to working with her further in the future."

Helen Clarke - Mint Blue Consulting

"It is just over a year since Organised You started helping JG Financial Services with our administrative work and it has made a tremendous difference to the business. The team and in particular Jo, have been excellent and from a business with backlogs of paperwork to complete, we are now in a position where we can concentrate on reviewing our existing clients and generating new business, knowing that the administrative work is in good hands. Jo is hard working and willingly takes on any task, which she completes professionally and thoroughly. It is always a pleasure to speak with Jo and Karlene and they have really helped to organise our business so that we can continue to succeed."

Geoff Stewart (Dip FA) - JG Financial Services

"Karlene was referred to us by a mutual connection, as we required help with documenting and reviewing our existing processes. Her experience in the financial services industry, together with her focus on efficiency and logical processes, has meant she is perfectly placed to deliver what we needed. Karlene's warm and personable nature also makes it a pleasure to work with her. I would highly recommend her to anyone looking to improve their administration and back office functions."

Lance Baron - Tucana

"Working with Jo has been a breath of fresh air. She saves me lot of time, about 2 hours for each client review. I am kept up to date and she does everything punctually. It's a great working relationship which has reduced my stress levels considerably and she has a good sense of humour too. My only regret is that I wish I had started working with someone like Jo and Organised You sooner!"

Martin James Jeffery DipPFS, PhD - The Ron Jeffery Practice

"Karlene has taken the bird's nest that was my bookkeeping and turned it into a structured, organised and (almost) enjoyable process, giving me time to work on the aspects of my business that I love. She is capable, warm and friendly and approaches the most complex problems with grace and good humour. Highly, highly recommended."

Kate Tompsett - Happy & Glorious

"Organised You has lived up to its name. Working with Karlene and Catherine has been a pleasure and Shimmin Communications has benefited from numerous helpful activities such as the design of an online system helping me maximise my engagement with clients across a complex coaching and consultancy schedule. Catherine is invaluable in keeping me to task so that the important as well as urgent stuff gets done. I can recommend you get organised by working with Organised You. "

Rob Shimmin - Shimmin Communications

"Since I started working with Karlene & Jo a couple of months ago I have already seen the benefits. Jo has helped my organisation and is really fantastic on detail which frees time to develop fantastic client solutions. Karlene is brilliant at high level planning and is great at suggesting more efficient processes."

James Barlex - JB Wealth

“We are a family run business and taking time away together is hard. This year we decided to take a week’s holiday as a family and enlisted the support of Karlene and Jo. They looked after the day to day running of our busy office with professionalism and empathy to our clients. We enjoyed time away knowing our business was in safe hands. We’re looking forward to our next break!"

Lindsey Nathan - Bespoke Care Company

“We established our business in 2016 and Karlene was there from the start helping us with regulation and recruitment, making sure we considered every issue thoroughly. Today, Karlene and her team at OrganisedYou make running our business more streamlined and efficient. Keeping up with compliance matters is time consuming and we find our time is better used focusing on our clients and advisers, something we would do far less well without external support. We have every confidence in Karlene and the team and take her lead during our regular update calls. Wouldn’t want to do this without her."

Simon Hills - Brunswick International Finance Ltd

"The team at OY are amazing, they are patient, knowledgeable and extremely helpful I wouldn't use anyone else."

Sheila Bailey - Simply Biz