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Client Reviews

Clear, concise, up-to-date,  and timely client reports.

Paraplanning Support

Research, recommendations,
and suitability reports.

Admin Services

Efficient document handling and data management.

Fund Research

Portfolio performance
analysis & DFM research.

Income Reconciliation

Reconciliation, reporting, and financial forecasting.

Specialised Support

Custom-built digital solutions for seamless operations.

Blogs

Enjoy reading our latest articles curated for

UK-based financial advisers and financial planners.

We’ve Refreshed Our Brand – Take a Look!

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Why Financial Advisers Should Delegate Admin Tasks Now

Why Financial Advisers Should Delegate Admin Tasks Now

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Suitability Reports That Clients Actually Want to Read

Suitability Reports That Clients Actually Want to Read

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How to Use Cost Disclosure to Win Over Clients

How to Use Cost Disclosure to Win Over Clients

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How to Keep Your Clients Engaged in Financial Advisory

How to Keep Your Clients Engaged in Financial Advisory

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What High Net Worth Clients Really Want from Their Adviser

What High Net Worth Clients Really Want from Their Adviser

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How Financial Advisers Can Build Trust with Content

How Financial Advisers Can Build Trust with Content

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The Hidden Value of Your Paraplanner You Might Be Missing

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Are You Losing Clients Due to Delayed Follow-Ups?

Are You Losing Clients Due to Delayed Follow-Ups?

Read more >

Ready to simplify your practice?

Contact us today to discuss how Consenta can support you.

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We take care of all the back and middle-office operations for Financial Advisers in the UK as part of your team.

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We take care of all the back and middle-office operations for Financial Advisers in the UK as part of your team.

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