Consenta Insourcing - Part of your team

Struggling With Admin & Paperwork?

We help Financial Advisers Save Time Save Money Scale Up

Our Clients

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“Working with Consenta has been transformational for the paraplanning team at Blackstone. They are able to pick up and work on most cases, from a simple ISA to more complex switch work, allowing me to focus on other tasks within the business. Not only that but I believe the quality of our advice has improved because from a knowledge perspective, we all challenge each other to be better.”

“Consenta are an integral part of the smooth operation of our firm, without them we would be sinking under a mountain of admin. They are helpful, knowledgeable and always on hand to take on new tasks that allow our advisers to spend more time in front of clients than sitting behind a desk.”

"I have found working with Consenta and the team to be a most pleasing experience and an invaluable resource, without which I could not operate. Polite, friendly, and hardworking, the team are also experienced and understand what I need and the timescales to deliver. I would recommend Consenta to any forward-looking business as essential support."

“I couldn't speak more highly of the team at Consenta. I had an issue with administrative capacity. I was a bit concerned about how outsourced admin could help. I shouldn't have worried. The team are proactive, diligent, knowledgeable and accountable. Consenta are now an imperative part of my team. I couldn't afford to be without them.”

“I became part of the review team in 2018 working closely with Consenta. During this time, I have found the team very easy to work with. They are very friendly, informative and offer a great deal of support.”

We are

We are part of
your team

Part of your team

Insourcing means adopting your processes and integrating with your digital eco system.

Numbers That Speak for Themselves

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30 %+

Being a Financial Adviser
comes with its challenges

Being a Financial Adviser comes with its challenges

We get it, you’re juggling client needs, admin, and consumer duty, sometimes it feels like there’s just not enough time. Here’s how we help:

Overloaded Back-Office Tasks?

We take the weight off your shoulders, handling everything from suitability reports to compliance paperwork!

Hesitant About Delegation?

With Consenta, you’re in safe hands. We understand your unique needs and tailor our services to match.

Pressed For Time?

We free up your schedule by taking care of the your research and paper work.

Numbers that speak for themselves

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Our Clients

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Consenta Insourcing has your back-office fully covered

We’re not just another service provider, we become part of your team. Here’s how we help lighten your load:

Client Reviews

Keep your clients updated with detailed, personalised reviews.

Annual, monthly, or ad hoc reports to suit your business practice.
Performance tables that simplify annual gains/losses.
Transparent fee and cost disclosures.
Secure valuation delivery to ensure client data protection.

Paraplanning Support

We manage the time-consuming tasks so you can focus on client relationships.

LOA (Letter of Authority) chasing and product research.
Comprehensive cashflows, quotes, and provider liaison.
Investment and pension recommendations for informed decisions.
Bespoke suitability reports and seamless implementation support.

Fund Research

We provide in-depth analysis and strategic insights on funds, helping you make better investment decisions.

Portfolio performance analysis via FE and Morningstar.
Collaborating with an in-house investment committee.
Research on discretionary fund managers (DFMs).
Recommending funds as per your client’s attitude to Risk.

Administrative Services

Streamline your back-office operations through us.

Liaison with providers for plan information.
Updating and cleaning client data in back-office systems.
Inputting plans, contributions, and withdrawals.

Income Reconciliation

We take care of your data management, so you can stay organised and compliant.

Recording and reconciling all financial transactions.
Filing FCA Returns on or before specified due dates.
Preparing month-end financial performance reports.
Financial forecasting to plan for future income and expenses.

Specialised Support

We ensure your digital infrastructure runs smoothly.

Reliable IT Support for maintenance and support services to ensure smooth operations
Bespoke MI Dashboard for streamlined management.
IHT calculator, Digital Factfind and other Customised Tools.

Your Back-Office, Fully Covered

We’re not just another service provider, we become part of your team. Here’s how we help lighten your load:

Client Reviews

Keep your clients updated with personalised reviews, flexible reporting (annual, monthly, or ad hoc), clear performance tracking & transparent fees.

Paraplanning Support

We handle time-consuming tasks like LOA chasing, product research, cashflows, provider liaison, and tailored recommendations, so you can focus on client relationships.

Fund Research

We provide in-depth analysis and strategic insights on funds, helping you make better investment decisions including investment committee support, portfolio performance analysis, and DFM research.

Administrative Services

We streamline back-office operations by liaising with providers, updating client data, and inputting plan details.

Income Reconciliation

We take care of your data management by handling transaction recording, FCA Returns, month-end reports, and financial forecasting for future planning so you can stay organised and compliant.

Specialised Support

We keep your digital infrastructure running smoothly with custom-coded fact forms, bespoke admin portals, and website development and ongoing maintenance.