- Leicester, United Kingdom
- Your UK Business Partner
- +44 7345 951802
- Mon-Fri : 9:00 - 17:30
Practical support for UK financial advice firms that want to save time, look current and grow with confidence.
That is not a criticism, it is just where priorities land when you are regulated, busy, and client facing all day. But it means firms, whether that is a sole adviser or a multi adviser brokerage, are quietly losing ground to competitors who look current, rank on Google, and show up before a prospect has picked up the phone.
Research from Nucleus Financial found nearly a third of advisers now spend more than 40% of their time on back office work, up from one in ten a few years ago. The front door and the back office are both under resourced at the same time, in firms of every size.
Research from Nucleus Financial found nearly a third of advisers now spend more than 40% of their time on back office work, up from one in ten a few years ago.
The front door and the back office are both under resourced at the same time, in firms of every size.
Whether you are a sole adviser or a multi adviser firm, the pressures are the same. We help you move from reactive admin to a more efficient, future ready operation.
A well established adviser or brokerage with a strong referral network has often never needed to market itself, until referrals slow down and there is nothing else in the pipeline. No content proving expertise, no social presence building familiarity before the first call, no website ranking for the searches a prospective client actually makes.
UK IFAs now look after an average of 163 clients each, a number that keeps climbing, and firms with multiple advisers face the same pressure multiplied across the whole team. Every new client adds suitability reports, provider chasing, and review admin.
Some practices run their own bookkeeping in spare evening hours; some firms have an in-house function that is still more reactive than it should be. Either way, stale numbers mean growth decisions get made on instinct rather than current figures.
A firm ready to bring on a second adviser, a paraplanner, or admin support often finds recruitment eating months of time it does not have, regardless of whether that firm is two people or twenty.
From marketing to IT, we provide tailored support for financial services firms, so you can focus on your clients while we take care of the rest.
| Function | Common gap | What Corp Cats provides |
|---|---|---|
| Marketing | Outdated website, dormant social channels, no SEO visibility | Website builds, SEO and content, social media management |
| Admin | Report formatting, provider chasing, CRM hygiene | Virtual PA, document management, suitability support |
| Accounting | DIY or reactive bookkeeping | Day to day accounting, payroll, management reporting |
| Recruitment | Ad hoc hiring with no pipeline | RPO built for regulated hiring |
| IT | Legacy systems, weak security | Managed IT, cloud, cybersecurity suited to FCA requirements |
From marketing to IT, we provide tailored support for financial services firms, so you can focus on your clients while we take care of the rest.
From marketing to IT, we provide tailored support for financial services firms, so you can focus on your clients while we take care of the rest.
Yes. Our admin and document support is built around FCA suitability requirements and file hygiene standards, not generic virtual assistant templates.
Both. We support solo practitioners who need to free up time and multi adviser firms that need consistent processes across a larger team.
Usually marketing visibility (a rebuilt website and active social presence) and admin capacity (reclaimed hours) both show impact within the first one to two months.
Discover how our specialist teams can support your business with tailored solutions.
Let us take care of the details, so you can focus on what matters most.
Share a few details and we’ll be in touch with a tailored approach.
