Best Bee Consulting
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
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
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
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.
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
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 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 XPlan (Iress), Intelliflo Office (IO), Curo (Time4Advice), Wealthcraft (Morningstar) and Plannr (Plannr)
Sarah Challenor
SquareGo
Adviser Outsourcing
At SquareGo, we leverage our expertise, knowledge, and technology to assist investors and their advisors in gaining a clear understanding of their investments.
For financial advisers who delegate investment responsibilities to a panel of portfolio managers, overseeing numerous client portfolios can be challenging.
Our solution addresses this issue by offering comprehensive, independent, and factual reporting on manager performance. We analyse the actual returns of all relevant client portfolios, ensuring accurate oversight across multiple strategies and asset managers. We also cater to individual investors with complex investments, including ultra-high net worth families and institutions with portfolios managed by multiple discretionary investment managers. Through our in-depth reporting, we can provide a thorough understanding of performance and risk at both the individual and aggregate portfolio levels.
Lynn Pates
The Protection Revolution
The Protection Revolution
Our purpose is two fold:
1. To improve the quality of protection advice by training advisers how to advise in such a way that more clients will take their advice.
2. To improve public perception of protection advice through influencing the profession to raise standards of professionalism.
Martin O’Connell
E: martin@theprotectionrevolution.com
T: 07974 242 688