Testimonials

Explore Success Stories

Tom Wilcox-Jones

White Oak Financial Planning Ltd.
“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.”

Richard Hopkins

Blackstone Moregate Limited

“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 give Consenta 5 stars. I couldn’t be happier with the quality of their work and support for my business and the attitude of their staff.

First and foremost, the level of professionalism exhibited by the team is superb. They are knowledgeable, skilled, and genuinely eager to please. They provide excellent communication and promptness in responding to my queries.

They have a personalized approach and took the time to understand my specific needs and preferences, tailoring their service to meet them perfectly.

I wholeheartedly recommend this service to anyone seeking support for their business so they can get on with their business.”

Clive Perks

Supportive Financial Planning Ltd.

Laura Duffy

Globe Independent Financial Advisers Ltd.
“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.”

Dean Mullaly

Mark Dean Wealth Management Limited
“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.”

Krunal Thakkar

Strings FP Ltd.

“Since I moved from employed adviser role to self-employed, it was not easy to manage the back office work and my business. I spoke to Consenta, they understood my needs and processes. They then allocated me staff members as per my need. I worked with their employees for couple of months and everything was so easy and my business was fully up and running.

Initially, I never wanted to outsource because I believed is painful and difficult. However, Consenta has proven my thoughts wrong and the work handover has always been very smooth and easy. I feel I have staff in my own office. They are very friendly, open-minded, committed and professional.

I have visited their back office too and they have an amazing work culture. The best at providing good service and delivery of work. I must say they never compromise with accuracy. I would strongly recommend to use Consenta. They are perfect for our industry.”

Richard Bonner Morris

Rivers Capital Management Ltd.
“Rivers Capital Management has been working with Consenta for over 7 years and is extremely pleased with their accuracy and timeliness in producing factsheets and other marketing materials. Consenta’s team has a deep understanding of our business and our clients, which allows them to create clear, concise, and informative materials that meet our needs. We highly recommend Consenta to any investment firm looking for a reliable and efficient partner.”

Matthew Jordan

Blackstone Moregate Limited

“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.”

“We wanted to take a moment to express our thanks for the effort and dedication we receive from your Team. As a client for 7 years, our experience with Consenta has been transformative.

In India, we were impressed by the setup, professionalism, and courtesy of all the staff. They made us feel welcome and their skillset was immediately evident. Our biggest thanks go to the Team for their willingness to accept that there would be a learning curve on both sides and that ultimately, this would be facilitated by being systemic, training and communication. This is something both sides have nurtured very well. We have, consequently achieved efficiencies within of our own business due to new systems that have been implemented resulting in both new business and client servicing being processed quickly and accurately.

We would happily and have recommended Consenta to others, confident that they will receive the same level of dedication and willingness to work that we have. We can’t guarantee the same level of success because each business has its own systems and way of working but certainly, we can’t fault the willingness to work. Once again, thank you and we look forward to continuing our relationship with Consenta.”

Chirag Shah

Kassius Limited

John Pickles

Globe Independent Financial Advisers Ltd.

“We first started using the services of Consenta in June 2017 – over six years ago! Before making the decision, I visited their office in Vadodara and met their team. I remember being very impressed with their friendly, intelligent, and enthusiastic staff as well as their data security.

Appointing them turned out to be one of our best decisions. Since then they’ve continued to provide us with a first-class service ever since. On top of that, I enjoy having the occasional chat (and dare I say it, sharing an occasional joke) with them. My thanks to everyone there for the excellent work they continue to do for us. John Pickles, Director Globe Independent Financial Advisors Ltd.”

Tom Weymouth

Mark Dean Wealth Management Limited

“I have worked with Consenta since 2020 and always find them to be helpful and responsive, they take a lot of the heavy lifting in regard to report writing and annual review preparation which allows me to spend more time advising and prospecting rather than administration.”