Our Clients

With firms ranging from 1 adviser to large multi office financial advice firms we have solutions to suit all. Below are a few testimonials from our valued clients:

Alan Moran – Interface Financial Planning

If you want to relax knowing that a job has been done well, then you can do no better than engage Adviser Outsourcing. They are knowledgeable, tenacious, conscientious, thorough, and friendly. I engaged them over two years ago and I haven’t looked back.

Alan Moran - Interface Financial Planning

Jane Hudson – FPFS

Adviser Outsourcing provided us with excellent support whilst undertaking a top-down review of our business processes and also assisting with the merger of two Adviser Office databases following a takeover.

Jane Hudson - FPFS

Linda Whybrow – Red House Consulting

We took on Adviser Outsourcing to carry out our fee reconciliation and having someone who knows the system and process inside out like they do, has enabled me to spend time on other aspects of the business.

Linda Whybrow - Red House Consulting

Dominic McLoughney – Becketts Financial Services

We outsource our fee processing and income reconciliation to Adviser Outsourcing who provide an amazing service. I cannot recommend them enough.

Dominic McLoughney - Becketts Financial Services

Alasdair Walker – Hunter Aitkenhead

Sarah was an integral part of our move from an outdated back office system to intelligent office. Her depth of understanding proved vital, both in getting the best out of the migration team and in changing our processes to get the most out of the new software.

Alasdair Walker - Hunter Aitkenhead

Mark Keenan – Mercia Financial Planning

Adviser Outsourcing have supported us for the last two years with both consultancy and outsourced income reconciliation services.  They have enabled us to grow quickly and sustainably by providing fantastic guidance, advice and support. I would have no hesitation in recommending them.

Mark Keenan - Mercia Financial Planning