Providing practical solutions and business support services
Best Bee Consulting
Common Sense Implementations
Common Sense Implementations
Best Bee Consulting is a consultancy and business support service. Our mission is to help businesses thrive, by giving you the vision to transform the way your business runs and how you use your Client Relationship Management (CRM) system to its full potential.
Services include:
- CRM usage review with suggested improvements.
- Review and configuration of the CRM to your business needs.
- Adding and configuring workflows to the CRM.
- Review and definition of your advice process, via the CRM or general business.
- General and onboarding project management.
- Admin Support including email copywriting and promotion, communication and collaboration with third parties, and data entry.
- The structuring and developing training plans.
Gill Milward : Founder
E: gill.milward@bestbeeconsulting.co.uk
Common Sense Implementations
Common Sense Implementations
Common Sense Implementations
We are a consulting business focussed on providing common sense, hands-on solutions in programme, project and integration management within the Wealth Management industry. With over 20 years' experience spanning across each area of Wealth Management, offering a very professional and dedicated service.
We work with small to medium sized Wealth Management firms, who don’t have in-house change functions and help them from project creation through to completion, utilising budgets effectively and efficiently, through our common sense approach.
We are advocates of the end client, especially vulnerable clients, always looking at reducing negative client impact that any change may bring.
Lee Davis
Exacto Data Consulting
Common Sense Implementations
Exacto Data Consulting
Exacto Data Consulting has over 16 years experience working with data and helping IFAs transition between CRMs. The main disciplines include:
· Data analysis and insights to help with GDPR and the Consumer Duty
· Extraction, transformation and loading of data - the complete migration lifecycle
· Help with defining and understanding migration scope and act as an intermediary between CRM providers
· Cleansing and enrichment to get more current and powerful MI for your business
Angel Martinez : Founder and Director
T: 0033 7520 5882
Plannr
Albemarle Street Partners
Exacto Data Consulting
Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.
Tasks & Workflows
Whether you're creating a task ad-hoc or using your workflows, Our task system is all the power without the complexity.
Online fact-finds
Flexible and easy to build, our fact find engine makes gathering client information a breeze, time and time again.
Automation Engine
Turn hour-long business processes into automations that take mere seconds to our engine to complete for you.
Reporting
Use our powerful filters to build reports and exports at the touch of a button. Save frequently used reports as templates too.
Bank-level encryption
We're serious on security. Encrypted using AES256, Plannr is a safe home for your clients and their data.
Electronic Signatures
Signed, sealed, delivered! Using our powerful document builder you can request signatures in a couple of clicks.
Sentinel Compliance
Albemarle Street Partners
Albemarle Street Partners
Sentinel Compliance provides practical solutions for regulated firms, avoiding unnecessary templated documents. We simplify compliance, embrace tech for efficiency, and focus on people development. Our flexible options ensure cost-effective support without overpaying for unused services.
We are dedicated educators, offering extensive training for senior managers, advisers, paraplanners, and support roles to maintain competence and reduce risk.
Our services include full compliance support, including monthly Compliance Monitoring meetings to ensure firms stay on top of essential governance.
We encourage embracing AI to save time and improve efficiency, recognizing its permanent role in the industry.
Annabel Gray
Albemarle Street Partners
Albemarle Street Partners
Albemarle Street Partners
Albemarle Street Partners are a team of experienced investment professionals who work closely with a limited number of financial advisers to build centralised investment propositions which deliver consistent client outcomes and enable you to plan for the future of your business. Our team came together after running larger wealth management companies to return to doing what we love, which is focusing on delivering exceptional investment outcomes for our clients.
We are owned by Atlantic House Investments Limited, a fund management boutique, focused on delivering more predictable investment returns in a world of complex uncertainty.
Nathan McKerlie
Beginnings
Adviser Outsourcing
Lagom Consulting
Beginnings Ltd offers a structured approach through learning and mentorship from industry practitioners, to setting up and running a Directly Authorised firm.
This is a 12-18month programme designed to take the firm through everything needed to run their business compliantly and profitably.
The process will enable the firms to work with specialists in all key areas of setting up and running a regulated start up.
For the firms to have longevity, we also work with tech firms who are developing processes using Ai that will not only streamline but also save time which can be passed onto their clients.
Once authorised we will work with the firms for as long as we are needed.
Alexandra Vind / Annabel Gray / Kris Vind
Lagom Consulting
Adviser Outsourcing
Lagom Consulting
Lagom Consulting is a specialist growth consultancy dedicated to serving professional services, financial services, and technology firms. Our mission is to enhance both revenue and margin for our clients through targeted strategies in outbound marketing, client acquisition, and operational efficiency. We also facilitate firms' expansion into the UK and from the UK to other major financial services hubs worldwide.
Our Services:
· Fractional CMO Support: Part-time Chief Marketing Officer services to provide strategic leadership.
· Marketing Capacity and Capability Support: Enhancing your team's marketing skills and resources.
· Marketing Strategy and Framework: Developing robust marketing strategies and frameworks tailored to your needs.
Business Operations and Client Audits: Conducting thorough audits to optimize business operations and client relations.
Jonathan Greenstein
Adviser Outsourcing
Adviser Outsourcing
Adviser Outsourcing
Adviser Outsourcing provides expert support to help your business thrive. We offer tailored solutions for CRM optimisation, income reconciliation, comprehensive training, and efficient administration.
Our dedicated team is committed to delivering exceptional service and helping you achieve your goals. We are certified partners of Intelliflo Office (IO), Curo (Time4Advice), Wealthcraft (Morningstar) and Plannr (Plannr).
Sarah Challenor