Specialist expertise from trusted partners who understand adviser firms
Fusion works alongside a network of specialist businesses whose expertise complements the operational support we provide to financial planning firms.
The right expertise, brought in where it adds value
Running a financial planning firm can involve specialist needs that sit beyond day-to-day operational management. Having the right people around the business can make those areas easier to navigate.
The partners below provide specialist support across administration, compliance, HR, income reconciliation, marketing and professional development. Each brings focused expertise that can sit alongside Fusion’s wider operational work.
A network built around the wider needs of financial planning firms
Explore each partner below to see where their specialist expertise can support your firm.
Specialist support across six key areas
The Intuitive Team
The Intuitive Team provides outsourced administration support to financial advice firms, with continuity and professionalism at the heart of the service.
Each advice firm is supported by a single dedicated administrator on an ongoing basis, and every member of the team has substantial industry experience.
Support is available on a pay-as-you-go basis, with the opportunity to speak with the relevant administrator before working together so you can feel confident in their experience and suitability.
Compliance & Training Solutions (CATS)
CATS is a multi-award-winning compliance support team working with firms across the UK, with offices in East Anglia and North Yorkshire.
Their support is built around the individual needs of each client, allowing the team to adapt to the level and type of compliance support required.
All consultants are qualified to at least CII Diploma Level 4, with several having achieved Chartered status. CATS has been in business since 2005 and brings extensive experience supporting IFAs and wealth planners.
Smudge IFA Support
Smudge IFA Support provides operational management, HR and compliance solutions for financial advice and professional services firms.
Their joined-up approach brings together people, operations and compliance support for firms that need additional specialist capacity.
Adviser Outsourcing
Adviser Outsourcing provides specialist support designed to help advice businesses improve their systems and operational processes.
Their services include CRM optimisation, income reconciliation, comprehensive training and operational consultancy, with solutions tailored around the needs of the firm.
The Yardstick Agency
The Yardstick Agency specialises in marketing for the financial services sector, supporting financial advisers and planners, support service providers, product providers and investment managers.
Their focus is on helping firms market more effectively and build stronger, more sustainable businesses through practical, specialist marketing support.
Founder and Director Phil Bray brings experience across financial advice, business ownership, marketing, recruitment, lead generation and development management, giving the agency a strong understanding of the profession it serves.
When We Think
When We Think specialises in professional development for financial planning firms through targeted training programmes, interactive team workshops and individual coaching.
Their work covers human skills for stronger client relationships, leadership development and building highly engaged teams, all tailored to the challenges faced by financial planners.
They work with firms of different sizes using a flexible, needs-based approach, supporting both individuals and wider teams with practical development designed to create lasting results.
Different expertise. One clearer view of what your firm needs.
Fusion’s role is focused on helping your firm operate effectively. Where a specialist area needs dedicated expertise, trusted external support can sit alongside that wider operational picture.
Complementary expertise
Specialist support can be brought in for areas that require deeper knowledge outside Fusion’s core operational work.
Financial-services focus
The partners featured here understand the environment, expectations and challenges faced by advice and planning firms.
Practical collaboration
The aim is to help the right expertise sit alongside your wider priorities, rather than operate in isolation.
Start with the operational picture, then identify the specialist support that fits around it
If you are unsure what your firm needs first, an initial conversation with Fusion can help clarify the pressure points, priorities and most practical next step.