Case Study
A Fitzgerald Client Member
Everything from HR audits to Learning and Development projects…
BNF Capital are a private wealth management company based in Central London. They first approached Fitzgerald in March 2021, requiring support with everything under the HR umbrella. BNF previously engaged an Employment Law Solicitor on an ad hoc basis but needed a more hands-on approach to their HR as the company continued to grow.
BNF now receives onsite support from one of their dedicated Fitzgerald account teams one day per week, in addition to regular remote support and continued management of longer-term projects.
How we work with BNF
Since becoming a Fitzgerald client member, BNF has received support with the full employee lifecycle and various HR projects. In addition to the day-to-day Employee Relations casework, here are some key pieces of work our account team has supported with:
- HR Audit
When BNF first came onboard as a client member, our team initially reviewed BNF’s existing HR documentation by doing an HR audit. This is a useful way to understand how healthy your HR function is, and it also identifies any areas of concern to be addressed. As part of this piece of work, we compiled a recommendations report and then worked in conjunction with the leadership team at BNF to implement the recommendations.
- Recruitment
Recruitment is a key area for BNF, and our experts helped to appoint 5 key positions for them when they first came onboard with us. We support the recruitment process from beginning to end: developing job descriptions and adverts, advertising roles and managing relationships with agencies, shortlisting and screening applicants; developing interview questions and tests; interviewing candidates, and providing feedback post-interview.
- Learning and Development
Fitzgerald has designed training courses for BNF to support areas such as communication, confidence, and presentation skills. The learning objectives and content of the courses were created to be bespoke to BNF, identifying and focusing on specific areas the business wanted to improve.
- Pay and Benefits
Our HR consultants support both annual processes, such as salary benchmarking and pay review administration, and long-term projects, such as reviewing BNF’s benefits offering. The account team managed the implementation of a large benefits package review, which moved BNF away from its parent company to allow for more autonomy and control over its benefits offering. The aim of this was to be able to offer a flexible benefits package to support their employees on an individual basis. As part of this process, we also connected BNF with an external associate to support the development of a benefits portal to make the system more ‘self-service’ in the way it operates.
- HRIS implementation
The account team researched and benchmarked various HRIS to identify the best-suited solution for functionality and usability for line managers and employees to use on a day-to-day basis. The HRIS was identified and implemented, transferring data from a previous platform, ensuring all employee records we correct and up to date and all employees were trained on how to use the platform.
Why did BNF choose us?
BNF wanted an HR consultancy that would become an integrated part of their team and offered proactive, expert advice to their senior leaders. Our expert HR professionals give time back to senior leaders by taking ownership of projects and driving them forward, checking in with the BNF team as required. BNF value the account team model and the feel of having an in-house HR function.
Some feedback from Nic Fallows, BNF
We started working with Fitzgerald when I asked a contact of mine to investigate outsourced HR providers for me, at the time BNF had no payroll or internal HR. We had previously been using an employment lawyer for help with grievances and things like contracts, but I needed more hands-on support.
My contact did a google search and picked Fitzgerald, I contacted them via their online consultation form and as soon as we had the first call, I knew the fit was right, we were looking for a ‘face of HR’ for BNF, someone who was independent from me, the CFO, that employees could get to know and raise any HR questions or concerns with. We also needed an overall HR health check and work done on our job descriptions and company benefits. I got on well with our consultant Emily, instantly. I didn’t need to research alternatives; we got the ball rolling straight away.
Working with Fitzgerald is a really positive experience, we were very pleased with the work they delivered on our HR health check and our employee handbook and policies. Despite covid impacting the amount of face-to-face time we have been able to achieve in the last few years our employees have been engaged with HR and our consultants really feel like part of the BNF team. We have been lucky enough to work with 3 consultants who have all been very knowledgeable and experienced, and all had their own areas of specialism that we were able to draw upon. We have also had access to other people in the wider Fitzgerald team when we need specialised support.
I would recommend Fitzgerald without hesitation, the quality, speed and friendly, yet professional manner in which they work with us is exactly what we were looking for.







