POWERFUL PROCESS MAPPING FROM START TO FINISH

hans@engageprocess.com
+31 20 530 7280
www.engageprocess.com

Save time, cut costs and drive change across your organisation! Designed to help you map and analyse processes that drive improvements and innovation, Engage Process is a complete process management platform.Our intuitive, easy-to-use tool enables teams to get involved in exploring and improving your processes. Engage Process is 100% SaaS so you can be up and running in just one day!

COMPREHENSIVE, INNOVATIVE PRACTICE MANAGEMENT SOLUTIONS

louisa.southey@contengo.net
07786 231091
www.contengo.net

Contengo’s highly intuitive and configurable portals, dashboards and reporting. Your own dedicated master database provides a secure, clean and complete record of crucial business information; data automatically retrieved from multiple external systems harnessed for analysis and visualisation, is subsequently delivered where needed. With award winning experts in building and integrating financial services technology, Contengo strive to continuously deliver innovative solutions to their customers. Get in touch today!

EMPOWERING YOUR BRAND TO BE EASILY FOUND ONLINE

tracy@hamptondigitalservices.com
07785 798324
www.hamptondigitalservices.com

Hampton Digital Services helps businesses build a powerful online presence through brand positioning, website design, SEO, and social media. Our “Get Found” program takes a holistic approach to digital marketing, offering both “done-for-you” and DIY options to suit various business needs. We specialise in creating sustainable, effective strategies that attract leads, drive engagement, and enhance visibility. With a focus on simplicity and clear guidance, we make digital marketing accessible, empowering brands to stand out and thrive online.

DOCUMENT DESIGNER, INCOM REC, ADMINISTRATION

joanne@ifaoutsource.co.uk
0770 352 3259
www.ifaoutsource.co.uk

Having worked in Financial Services since the tender of age of 16, I have picked up a wealth of experience in this Sector. I have a passion for learning and helping others. I often find the biggest bug-bear to IFA’s is the burden of paperwork or time, so let me help you improve and streamline your business.

BUILDING THE FUTURE OF FINANCIAL ADVICE

hello@ningi.co.uk
ningi.co.uk

Ningi is a complete operating system for financial advice firms. It includes your website, client portal, onboarding, reporting, and AI-powered tools which save time and scale advice.

STRATEGY AND SUPPORT FOR CONTENT MARKETING

paul@likemind.media
01509 323363
www.likemind.media

LikeMind Media is a UK-based content marketing consultancy, driving sales and engagement through social media, video, copywriting, podcasting, email marketing and more. We specialise in understanding an organisation’s customer journey and map content to each stage in order to help them move through to the purchase point through a unique system called JourneyWeb®. Our team of experienced associates offer business and marketing support to help organisations get better results from their marketing efforts through webinars and workshops, one-to-one consultancy and support and, where necessary, creation of content itself.

OUTSOURCED ADMINISTRATIION SUPPORT

Debbie.condon@intuitivesupportservices.com
01376 743 113
www.intuitivesupportservices.com

The Intuitive Team provide outsourced administration support to financial advice firms. Advice firms are supported by a single dedicated administrator, on an ongoing basis. Every member of the team has substantial industry experience. They offer a pay-as-you-go contract, and you can meet your administrator before signing up, to ensure that you have peace of mind in terms of their industry experience and ability.

AI POWERED AUTOMATION OPERATING SYSTEM

tom@heysaturn.com
07527285009
www.saturnos.com

Saturn utilises purpose built, financial services specific data and compliance model, CoPlanner AI, to ensure accuracy, quality and compliance across the Financial Planning process. It intelligently gathers insights and integrates with processes and tools, creating a single source of truth to drive efficiency.

AI PLATFORM STREAMLINING WORKFLOWS IN FINANCIAL ADVICE

rob@plannerpal.co.uk
www.plannerpal.co.uk
07792 208987

PlannerPal is an AI-driven platform that transforms the work of financial advisers by significantly boosting productivity. PlannerPal integrates into each firm’s current workflow, streamlining client admin processes and freeing up more time to focus on clients.

PROVIDING BUSINESS MANAGEMENT SUPPORT WITHIN FINANCIAL SERVICES

Lucy@fusionmanagement.co.uk

Paul@fusionmanagement.co.uk

01621737292
www.fusionmanagement.co.uk

Having provided business management support for many years, our objective is to help business owners focus on doing what they enjoy – to remember why they started their business in the first place and focus on that. If the result is that a business owner can spend more of their working day doing what they love whilst we help with the day-to-day running in the background, the noticeable difference is going to be incredible.

AI TOOL TO AUTOMATE CEDING SCHEME ANALYSIS

arran@4-admin.co.uk
07935 714751
www.4admin.co.uk

The problem? Scheme analysis is time-consuming, clunky and worst of all, repetitive. Trawling through pages of information, just to find 50% of what you need isn’t there. Praying the PDF supports ‘Ctrl F’ and ‘Copy & Paste’. Manually re-typing the same data from one document to another, and again into Intelliflo. By installing this app you’ll be able to automate this process and reallocate that time towards increasing client service. Our solution? 4admin is an AI-powered tool built for advisers, paraplanners and administrators, which automates the tedious process of going through pages of product-level paperwork. Now you can slash the time spent by your team on scheme analysis by up to 86%, using our AI tool to do the heavy-lifting. In addition to automating the process of scheme analysis, this app helps speed up the chasing of missing information by automatically generating an email for your additional information requests.

hello@yoke.global
0203 519 9888
www.yoke.global

Yoke helps business owners escape the daily grind by providing a complete operations infrastructure: a managed team, proven systems, strategic guidance, and compliant delivery. With a hybrid UK + global delivery model, we empower businesses to grow sustainably while giving founders the freedom they deserve. Backed by training and approval from The Global Business & Operations Management Network, Yoke ensures operational excellence, scalable growth, and lasting value, so your business runs smoothly, even when you step away.

karl.dines@opendoorpolicy.co.uk
07885 589862
www.opendoorpolicy.co.uk

Open Door Policy works with firms on a consultancy basis to create and document propositions to explain in detail how a firm operate their advice process. They are unique and specific to that firm. The propositions are : • Charges, including a Price and Value Statement. • Centralised Investment and Retirement Proposition (CIRP) • Platform research and due diligence • The Consumer Duty • An annual Update and Reset Service making sure it all remains fit for purpose.

TAILORED SUPPORT AND SERVICE TO HELP YOUR BUSINESS THRIVE

gill.milward@bestbeeconsulting.co.uk
07958 136787
www.bestbeeconsulting.co.uk

Hi, I’m Gill Milward. In 2021, I wanted to take control of what I love doing most, helping businesses to thrive, so I started Best Bee Consulting, a consultancy and business support service. With over twenty years’ experience in various roles within the Financial Services Industry, I have a wealth of relevant knowledge and expertise to help businesses, small and large, realise their potential. Let me help give you the vision to transform the way your business runs, and how you use your Client Relationship Management (CRM) system to its full potential. Ensuring more efficiencies, happier staff, and less stress, giving you time to focus on the things that really matter.

GROWTH STRATEGY AND SUPPORT

jonathan.greenstein@lagomconsulting.co.uk
07887 553302
www.lagomconsulting.co.uk

Lagom Consulting is a specialist growth consultancy dedicated to supporting professional services, financial services, and technology firms. We help businesses increase their market share, expand their service offerings, and successfully enter new markets.

CHANGE MANAGEMENT CONSULTANCY

Leedavis@commonsenseimp.co.uk
07772 786746

Consulting business focussed on providing common sense, hand-on solutions in programme, project and integration management within the Wealth Management industry. With over 20 years experience across multiple products and sectors, offering a very professional and dedicated service. Projects under management include: *Program management of a large client implementations onto a full Wealth Management services *Migration of a banks products and services between UK Custodians *Middle and back office regulatory change projects *Model Portfolio creation and platform on boarding *18 Month significant I.T. Security upgrade program *MiFID II implementation *GDPR implementation *Multiple platform reviews and migrations *Creation of company integration frameworks and delivery of multiple integrations, totalling billions in AUA

AUTOMATE ANY ADVISORY DOCUMENT IN 5 MINUTES

chris@advisoryai.com
07821716418
www.advisoryai.com

Built by financial advisers for financial advisers – AdvisoryAI automates reports so that advisory firms save admin costs, onboard more clients and focus on building interpersonal relationships.

SECURE, COMPILANT CLIENT COMMUNICATION FOR MODERN FINANCIAL SERVICES

www.qwilmessenger.com

Qwil Messenger is a secure communication platform built specifically for financial services professionals. It enables firms to send compliant, trackable messages, documents, and updates to clients in a more engaging and professional way than traditional email.

With features such as branded messaging, read tracking, and secure document sharing, Qwil helps businesses improve client communication, increase efficiency, and maintain compliance, all within a simple, user-friendly interface.

Exclusive Partner Offer:
Start a free 30-day trial here

Data Integration Hub & Client Reporting Solutions

dan.moody@sprintenterprise.co.uk
07502905191
www.sprintenterprise.co.uk

Sprint Enterprise Technology brings about a more open and integrated wealth management industry by enabling the flow of investment data. It does this via a centralised investment data hub, FINIO, enabling access to precise financial data, and through Fastrak its customised reporting application. 
Its solutions support a wide breadth of the UK wealth management industry, including investment platforms, third-party software providers and advisory firms, with £70 billion in data managed by FINIO to date. 

The all-in-one platform
for financial advisers

obsidianos.com

The all-in-one platform for financial advisers … AI-powered practice management available now – with integrated custody and execution launching soon.

PRACTICE MANAGEMENT SUPPORT, OPERATIONAL ADVICE AND MENTORSHIP

dominika@rie.solutions
www.rie.solutions

RIE Solutions empowers firms to deliver exceptional client experiences and cultivate thriving work environments. Through our Master Practitioners Club, we support Practice Managers and Operations Directors with mentorship and community, inspiring excellence in financial planning operations. Committed to a sustainable future, we optimise business practices that benefit both our clients and the world around them.

hello@rq.app
0203 856 4769
rq.app

RQ gives accountants, solicitors, financial advisers, and other regulated firms one system to manage introducer relationships, referral workflows, and fee sharing – with central visibility and built-in governance. Every introduction is captured, tracked, and compliant.

info@complianceandtraining.co.uk
www.complianceandtraining.co.uk

Compliance and Training Solutions (CATS)is a multi‑award‑winning compliance consultancy trusted by over 220 of the UK’s leading IFA and wealth planning firms. We deliver pragmatic compliance support, FCA applications, audits, file reviews, Reg Data support, training and help firms meet regulatory expectations confidently while supporting governance, adviser competence, and sustainable growth.

Specialist investment consultancy supporting financial advisers

www.buckingham-research.com
07449990204
sam@buckingham-research.com

Buckingham Research is an independent, specialist investment consultancy dedicated to supporting the financial adviser community. We support firms with their investment solutions, whether they outsource or manage them in-house. We have developed a unique and rigorous analytical framework to truly assess the value an investment proposition is adding.

Reducing Admin Overheads & Supporting Advice Gap Clients

ellie@zippen.co.uk
07767478928
www.zippen.co.uk

A valuable benefit open to lower/unknown net worth clients and scheme members, incorporating LOA, pot tracing and, consolidation if desired. Stand alone LOA and pot tracing technology available for all clients. Supporting the best interests of scheme members and lower worth clients in a commercially viable way. Simplified Advice Suitability Report provided with full recourse. For the scheme adviser, the benefit of increased Assets Under Management. Enhanced KYC Data Capture and Consumer Duty.

ADMINISTRATOR/ TRAINER

Nicola has over 20 years’ experience in financial services, gained mainly in the IFA sector, with a wealth of experience in back office operations. She previously worked at Iress offering training, coaching and consultancy on Xplan. She is looking forward to bringing as much of her previous experience to the table as possible to help clients with their variety of administration needs.

Nicola lives with her husband in a small town on the Herefordshire/ Welsh border with beautiful countryside on their doorstep and lots of peace and quiet. When not working, she loves catching up with friends over a drink or two or some great coffee and cake (she is a coffee snob!), pottering in the garden (weather permitting), enjoying local walks and lots of reading (her Kindle is never far from her when she has some downtime!)

OUTSOURCING SPECIALIST

Lucy has been in the financial services industry for just over 8 years, working as a client relationship manager and in the operations side of a small IFA. She has loved the variance of the industry and the different people and businesses she has come into contact with. Lucy is really excited to see what her journey with Adviser Outsourcing brings!

Outside of work, Lucy enjoys spending time with her husband and little boy, along with their dog and cat. She enjoys spending time in her garden, at the gym or catching up with friends.

INCOME RECONCILIATION PROCESSOR

Michelle began her working career in the energy business and stayed for 18 years, starting in customer service and progressing to the team manager, before being made redundant in 2018 when two energy companies merged. Michelle then joined Jacana in 2023 and moved over to Adviser Outsourcing after the acquisition. She loves working with the new team and learning more about the system along with helping develop the services we offer to clients.

Michelle’s son was born in September 2021 and after maternity leave, she decided she wanted a more flexible role. Working part time now allows them to spend lots of quality time together each week and she comes to work for a rest!

FINANCIAL SERVICES ADMINISTRATOR

Joanna has worked in a variety of sectors including the NHS and the Civil service. She initially started out at the Financial Services Authority as a pension review officer, working with providers, the NHS and then making a return to Finance in 2021. Joanna has a wide range of experience from using key provider platforms to getting involved in the research into the funds. She has also recently completed R01, R05 and is now studying R02.

Joanna enjoys spending time with family and friends and going on city breaks. She has a great love of going to concerts and comedy gigs and a keen interest in genealogy and French when she has the time.

OUTSOURCING SPECIALIST

Alex joined Adviser Outsourcing in 2021. After studying IT at college, he went on to focus on computer forensics and computer security at university. Originally part of the government kickstart team, Alex joined to help on some administration tasks where his skills at processing data were spotted. Alex now works within our income team as a key member doing the background processing. Alex also has a passion for looking for ways to integrate new technology into our services to make them more streamlined.

Alex is the youngest of three children with two older sisters. Outside of work he loves gaming and reading and has a very talented niece who does theatre shows that he supports regularly.

OUTSOURCING SPECIALIST

Vicki has worked in finance and operations in the UK, Australia and South Africa. With postgraduate qualifications in both business management and financial planning, she has worked for independent financial advisers for over a decade. She is passionate about wealth management and financial education and is happiest when working on spreadsheets and analysing data.

Having grown up in Botswana, Vicki loves wildlife and nature. She also enjoys the beach and has lived in Bondi Beach and Salt Rock. She is now based in a little Cotswold village and spends time exploring the countryside with her husband (when not in the kitchen or puzzling).

INCOME RECONCILIATION PROCESSOR

Vivienne joined Adviser Outsourcing in 2023, based in the office in Hinckley. New to the financial sector, she started originally in an administration role, but after really enjoying helping with the income reconciliation side of things she moved roles permanently. Vivienne has found the whole learning experience fascinating and has relished being trained from such an experienced and knowledgeable team.

Vivienne lives in Leicester with her partner, two of her three adult children, and our dog Oreo. A huge lover of nature and animals, Vivienne loves the outdoors. She also has a long history of short-lived fads and hobbies, currently playing the guitar, doing DIY and exercising.

OUTSOURCING SPECIALIST

Debbie started with Adviser Outsourcing in 2024. Prior to this, she worked for 18 months at Virgin Money Head Office processing deposits and withdrawals in savings. Before that, Debbie had various jobs in retail from hairdressing to working for 14 years for Morrisons, where she learned the importance of attention to detail and gained excellent customer service skills.

Debbie lives in Newcastle upon Tyne with her husband David and their two grown up children. They have 2 dogs called Lola and Macy.

In her spare time (not much) she loves to spend time with her family or catching up with friends over a drink or two. Debbie also enjoys going on holidays in the sun.

OUTSOURCING SPECIALIST

Debbie has 15 years’ experience in financial services, all of which have been back office based, specifically revenue reconciliation and business reporting. She has a wealth of experience in supporting firms merge through acquisition. Debbie also has a wealth of experience working closely with Financial Advice software firms directly supporting their clients with implementing new or upgraded FS software and training of end users. She loves a problem and a challenge and has been quoted as saying she’s never happier than with a ‘messy spreadsheet open’!!

Debbie shares four grown up children and two grandchildren with her husband Michael. She loves baking, shopping, drinking great fizz and coffee but not necessarily in that order!

CONSULTANT

Sue started her financial services career in 1987. She stayed in the sector following her relocation from Leeds to Newcastle in 1995, progressing from administration to giving advice, before moving into a management role. In April 2004 Sue established Jacana Limited, helping firms make the most of their back-office system. Exactly 20 years later, the business was sold to Adviser Outsourcing, where she is now a consultant.

Outside of work, Sue’s passion is animal welfare and in 2015 she set up Take Away The Tears. TATT is now a registered charity and Sue’s spare time is spent fundraising to support those that rescue, rehabilitate, and rehome animals along with looking after her own adopted dogs.

OUTSOURCING SPECIALIST

Hannah began working in financial services at 19 and joined Adviser Outsourcing in March 2022, having previously worked for a company that specialised in defined benefit transfers. Hannah loves being organised which helps her to work effectively and prioritise efficiently. Hannah’s focus has always been to maintain excellent standards of service for the clients we work for and with. Hannah has a wealth of knowledge on IO and processes and is a key team member for helping complex clients.

Outside of work, Hannah has recently rediscovered her love of reading and she also enjoys spending quality time with family, catching up with friends, finding new music to listen to and planning even more DIY for her other half to complete!

OUTSOURCING SPECIALIST

Steve has worked in financial services for over 5 years and was in a variety of process driven roles before that. Steve’s attention to detail and processes are fantastic assets within the business. He also supports training others within Adviser Outsourcing as they have come on board.

Steve shares three children and one grandchild with Sarah, so he is never bored. He lives in Leicester in the centre of the East Midlands which means there are plenty of places to go out and eat. Steve loves spending time in North Wales, where he has a caravan at the bottom of Snowdon; it has some amazing walks and plenty for the kids to do whilst there.

OUTSOURCING SPECIALIST

Caroline is self-motivated with a strong work ethic and has worked in the financial services industry for over 16 years providing specialised back-office support for various IFA Firms. Previously she spent 5 years as an area representative managing a team of debt collectors. She also spent 10 years in financial/administrative positions providing group and one-to-one tuition. Along with a certification in bookkeeping, these valuable experiences enable Caroline to transfer and apply relevant skills and expertise to income reconciliation, problem solving and training.

Caroline loves animals. She keeps busy with her partner Dave caring for her dog Delboy and three hens. Other interests include reading, cooking, sudoku and magazine puzzles/competitions, relaxing in the garden and watching comedies and movies.

OUTSOURCING CONSULTANT

Vic works as an outsourcing consultant. Vic has worked in financial services for 25 years, having started as an administrator at an IFA. Vic then moved to work in an outsourcing company on income reconciliation, later moving into consultancy. Vic has fantastic knowledge on income processing across multiple CRMs. Coupled with this they love the consultancy challenge of helping firms get the best out of their software. We love setting Vic problems as they never quit without a solution!

Vic lives in the North with their wife and loves PC games, reading (they have a ridiculous amount of books!) and watching true crime documentaries! They also love travelling so will always have a workation and/or holiday booked!”

INCOME RECONCILIATION TEAM LEADER

Before Adviser Outsourcing, Dave spent 14 years at Npower, as a senior analyst responsible for process improvement usage forecasting. Dave joined Jacana in 2022, and moved over to Adviser Outsourcing with the purchase in 2024. Dave enjoys building his knowledge on the different systems and processes used, to enable the team to deliver the best possible service to all of the clients.

Dave lives in Newcastle upon Tyne with his wife and two children (who are now adults!)
Dave loves football, catching up with friends over a drink, going for walks with his two dogs and spending time with his nephew, often spending the weekend exploring a castle or McDonalds!

HR CONSULTANCY FOR SMEs

darren@instincthr.co.uk
01158 712330
www.instincthr.co.uk

Instinct HR is an independent HR consultancy based in Nottingham. Working in partnership with SMEs in the East Midlands and across the UK to manage all strategic and operational employee related matters, providing affordable bespoke HR support and solutions to suit your unique business needs.

YOUR PARTNER FOR EFFICIENT IMPLEMENTATION OF TECHNOLOGY

richard.stanton@fintech-fusion.net
07811 320075
www.fintech-fusion.net

The success of any technology project requires an implicit understanding of the business and its challenges, yet all too often this ‘education’ must be provided to the project team, reducing efficiency. As a Diploma-qualified ex-adviser and Microsoft-qualified consultant, allied with over 25 years of working with financial services businesses to implement technology, Fintech Fusion can support every stage of a technology project, from solution envisioning to implementation, training, support and ongoing development.

OWNER AND FOUNDER

sarah.challenor@adviseroutsourcing.com
Schedule a call with Sarah

Sarah has worked in a variety of roles in financial services for over 20 years, which has enabled her to develop a wealth of knowledge. These roles have been with both financial advisers and financial advice software firms, providing insight from both perspectives. Sarah thrives on employing a hands-on approach to working with firms and loves data and problem solving. Sarah has always had a passion for continuous improvement which has facilitated solutions for a range of clients on operational matters.

Outside of the office, Sarah is kept busy by her two younger children, two older children and two grandchilden. She loves exercising and claims she works to give her a bit of peace and quiet!