Helping financial advice firms build better businesses
Fusion Business Management is a specialist outsourced practice management and operational support company helping financial advisers, financial planners and wealth management firms operate more efficiently, stay compliant and create capacity for sustainable growth.
Experienced business operational support, built around adviser-led firms
Founded in 2021 by Lucy Myall, Fusion was created to give adviser firms access to experienced business operational support without the cost and commitment of employing a full-time member of the senior management team.
Today, Fusion works with financial advice businesses across the UK, delivering tailored support that helps firms improve processes, strengthen client service, increase profitability and create capacity for the future.
The work is practical, collaborative and focused on measurable improvement — helping firms run better day to day, not just create plans that sit on paper.
UK
Financial Advice Firms
We become an extension of the business, not another disconnected supplier
Fusion works alongside business owners and their teams to identify opportunities, solve operational challenges and implement practical solutions that create lasting improvements.
Financial services experience
Support shaped by the reality of financial planning firms, compliance demands and adviser-led teams.
Personal and collaborative
A close working relationship with clear communication, ownership and practical follow-through.
Practical improvement
Recommendations are turned into actions, ownership, processes and better ways of working.
Flexible support
Support can flex around the firm, from focused projects through to regular monthly retainers, depending on what the business needs most.
Grouped operational support for the areas that keep a financial planning firm moving
Fusion brings together practical support across planning, process, compliance coordination, people, finance, marketing and provider management — helping firms create clearer ownership, smoother workflows and stronger follow-through.
Operations
Level-10 meetings, quarterly and annual planning, scorecards, roles, responsibilities, service reviews and team standards.
Process
Process reviews, back-office implementation, documentation updates, SLAs and workflow improvements.
Compliance Coordination
FCA user checks, PI, RegData and Financial Services Register support, file review coordination, provider liaison and compliance task follow-through.
HR & Team Support
Recruitment support, team meetings, 1:1s, training plans, holiday/sickness coordination, exit interviews and salary banding support.
Finance Admin
Draft invoices, check fees have been received and prepare the right documents or information for accountants.
Marketing & IT Coordination
Client communications, newsletters, website updates and coordination with outsourced marketing, IT and provider teams.
Image placeholder: awards, filming day or professional team photo.
Recognised for contribution, operational excellence and business support
Since Fusion was established, the business and Lucy Myall have earned multiple industry award nominations, reflecting the team’s commitment to high standards, practical support and professional service across the financial advice sector. These nominations recognise Fusion’s contribution to financial advice firms, operational excellence and business support.
Practical, hands-on support from people who understand how adviser businesses work
Lucy Myall
Founding DirectorLucy founded Fusion in 2021 with a clear vision: to give financial advisers and planning firms access to experienced business operational support without the commitment of building a senior internal management team. With deep experience in financial services, Lucy understands the pressures adviser-led firms face and helps business owners create stronger foundations, clearer priorities and more consistent ways of working.
Paul Myall
Managing DirectorPaul brings a practical, tech-led approach to helping adviser firms improve the way their business runs day to day. He supports firms with systems, processes, project coordination, provider management and implementation, helping turn ideas and recommendations into clear actions, better workflows and measurable progress.
To help advice firms run stronger, more efficient and more profitable businesses
Fusion exists so advisers can spend more time supporting clients and delivering excellent financial advice, while the business behind that advice becomes more structured, accountable and consistent.
Experienced business operational support, without building a large internal management team
By combining practical industry knowledge with a personalised approach, Fusion helps financial advisers and planners create better foundations, clearer priorities and stronger follow-through.
Bring more structure and momentum to your business
If your firm needs stronger follow-through and experienced operational support that understands financial services, we would love to have a conversation.