We take care of all the back and middle-office operations for financial advisers in the UK to help them focus on growing their practice & building better client relationships.
The financial advisory sector in the UK is a very demanding world. One where the pressure to stay compliant with ever-evolving regulations is matched only by the challenge of providing timely, high-quality advice to clients. Often, it’s a balancing act day-in and day-out.
For most Financial Advisers in the UK, it feels like there simply aren’t enough hours in the day to finish all the administrative tasks and paperwork in time. This is where Consenta Insourcing steps in—not just as another service provider, but as an empathetic and trusted partner committed to making financial advisers lives easier and to let them focus on what they do best, providing excellent financial advice.
We do this by taking end-to-end responsibility for all your back-and-middle-office administrative work for you.
Our beginning
The story of Consenta Insourcing began with a problem that many Financial Advisers know all too well.
Our founder, a successful IFA, observed how the growing strain of managing back-office operations, training and retaining skilled paraplanners was holding him back from scaling up his practice.
These ever-increasing demands were taking valuable time and focus away from what truly mattered: serving clients, growing the business, and driving profitability.
Determined to find a solution, he thought outside of the box and built an office in India that enabled him to streamline his operations, reduced inefficiencies, and gave his practice room to focus on scaling up. The impact was immediate—his business ran smoother, clients received better service with reduced costs and profitability increased.
It didn’t take long for others to notice. Fellow advisers saw the transformation and began reaching out. What had started as a personal solution quickly evolved into something much bigger.
And so, Consenta was born—a company built by an IFA, for Financial Advisers, with one clear mission: to take the weight of administration off your shoulders so you can focus on what you do best.
Who we are: A team of experts, created by IFA, for Advisers
At the heart of Consenta lies a team driven by experience and a deep understanding of the UK financial advisory space. We are led by two dynamic professionals with decades of experience in the UK market under their belts:
Our team of 15+ people bring a wealth of knowledge and a shared passion, ensuring that our services align with the needs of modern Advisers.
What we stand for
Our mission is simple, to be an extension of your team, enabling you to focus on client relationships and growth. We see a future where financial advisers spend less time on advisory matters and more time building meaningful client relationships. We’re on our way of realising this vision by providing empathetic and efficient back and middle-office support. Our philosophy is built on a foundation of trust, collaboration, and excellence.
Our suite of services for Financial Advisers in the UK
We offer a comprehensive suite of services which enable advisers of any size in the United Kingdom to enhance their productivity & save costs at the same time:
Switching to new technology requires training, integration into existing workflows, and significant time investment. Furthermore, there is always the risk of technical difficulties, data migration issues, or employee resistance to change. While technology promises to reduce time spent on administrative tasks, the transition itself can be daunting and complex.
1. Paraplanning and Support Services
Our bespoke paraplanning services provide financial advisers with the operational and administrative expertise they need to deliver high-quality, financial advice. From research and suitability reports to implementation and client-focused solutions, we ensure that every aspect of the financial advisory process is handled seamlessly.
2. Client Reviews
Our Client Review service provides UK-based financial advisers with a complete and timely overview of their clients’ portfolios. We conduct these reviews at mutually agreed and predefined intervals.
3. Fund Research and Reporting
Our team conducts thorough risk profiling and assessment to align with the asset allocation. Savvy with FE as well as Morningstar, our team can help smoothen you research process for you, making your implementation much faster and easier.
4. Administrative Services
Our Administrative Services are designed to streamline the operational workflow of financial advisers, ensuring efficiency, accuracy, and a seamless client experience for you.
5. Income Reconciliation
Our team also specialises in recording and reconciling financial transactions, filing Gabriel Returns accurately and on time, preparing detailed month-end financial performance reports, and forecasting upcoming income and expenses to support your strategic planning. With our expertise, you can focus on growth while we handle the minute details.
6. Specialised Support Services
From coding customised digital fact forms to creating administration portals that streamline management and compliance information, our team ensures your technology meets your unique needs. Additionally, we offer website development and maintenance services, keeping your online presence professional and up-to-date.
Why Choose Consenta?
Our deep understanding of the financial advisory business in the UK allows us to deliver unparalleled value to you in five key areas:
Time Efficiency: Free your team to focus on core activities and client satisfaction.
Increased Productivity: Delegate routine tasks to us so you can strengthen your client relationships.
Profitability: Maximise your returns with our cost-effective solutions.
Affordability: Reduce your overheads without compromising on quality.
Flexibility: Our scalable solutions are tailored to your unique business needs.
Our clients say it best:
“Consenta has been transformational for our paraplanning team.” — Matthew Jordan, Blackstone Moregate Limited
“They take care of the heavy lifting, letting us focus on advising.” — Tom Weymouth, Mark Dean Wealth Management Limited
“Appointing Consenta was one of our best decisions.” — John Pickles, Globe Independent Financial Advisers Ltd.
Let’s Talk
If you wish to save a lot of time and money by delegating your back & middle office admin work, we’re here to help you do that.
📞 Call: +91-90330 04262
📧 Email: info@consenta.co.in
Ready to simplify your practice?
Contact us today to discuss how Consenta can support you.