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Saving Financial Advisers

Time & Money

With my #1 Admin Support Service

Hi, my name's Emma, and if you're a financial planner, I can help you and your firm succeed in a modern world.The financial planning industry is on the cusp of a technological revolution, and at Rose FP Solutions, we’re passionate about empowering financial planners to seamlessly integrate technology into their practices.By adopting integrated, automated solutions, you can reduce costs, admin burdens, and instead focus more on what truly matters—your clients.

Get an instant quote for your administrative requirements

Service Type

CRM System

Cash Flow Planning Software

Network

Provider

Additional Requirements

-

Ready to proceed with this quote?

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Advisers live in a busy world

Every financial adviser I speak to tells me the same thing:"Emma, I'm spending more time on admin than I am with my clients."And I completely understand why - the industry keeps adding more systems, more compliance checks.More everything, except more hours in the day.

But there is a better way.

One where you get all the benefits of modern systems without any of the headaches of managing them.

By integrating Rose FP Solutions as that single connection point, all your systems, providers, and administrative tasks are handled seamlessly in the background.All while you focus on your clients and growing your practice.

What we do

We handle the time-consuming administrative tasks to free up your time to focus on your clients and grow your business.From onboarding to annual reviews, our expertise ensures accuracy, efficiency, and peace of mind, allowing you to deliver exceptional service without the operational burden.What we don’t do:
• Detailed research and analysis for recommendations.• Full, bespoke suitability reports or technical paraplanning work.

LOA Processing

We can handle the full LOA and data‑gathering process, issuing and chasing LOAs and compiling provider information into a clear format for you to to use.

New Client Onboarding

Streamline the onboarding process and ensure a smooth, professional first impression for your clients—without the administrative hassle.We can set your new client up on your CRM, complete AML checks and if required liase with the customer to set up their fee.

New Business Processing

We can manage New Business tasks, handling application forms, liasing with the customer to make their payments, platform submission, and submit the advice to your network (if applicable).

Protection Applications

We can complete new protection policy setups by gathering quotes, preparing and submitting applications, putting policies on risk, and chasing underwriting teams, doctors’ surgeries, and network submissions where required.

Mortgage Admin

Our mortgage admin support streamlines the process by handling document collection, application submission, progress tracking, client updates.

Annual Reviews

We can support you by booking in the review meeting, obtaining valuations, completing performance research, producing annual suitability letter and submitting to your network (if required)

Ceding Scheme Info Review

We review and verify ceding scheme information, which will enable you to proceed with a recommendation for your clients.

Transfer of Servicing

Smoothly transfer clients' policies to your agency, which includes setting up an agency with a new provider, if required.

See what our clients are saying

Invaluable experience

With over 20 years in the Financial Planning industry, I’ve worked with dozens of providers, systems, and tools– and adapted to every change along the way.Things are always changing, and new technologies are always being developed, so if you need assistance with a service that is not listed below, please do still get in touch as I am more than likely able to help.

Platforms

Industry Tools

AI Tools

Results in numbers

To ensure that we provide you with the best possible administrative service, we believe in honesty and transparency.That is why we are continuously adding to the metrics that we track, and we share them all with you openly. These insights will help us to continuously improve our service.

*correct as of 10.6.25

Expertise & Experience

200

LOA's processed

75

New clients onboarded

180

New Business tasks completed

65

Annual Reviews completed

Speed & Efficiency

30%

Same day
completion rate

43%

Completed within
7 days

16 days

Average length per task

Quality & Reliability

0.41

Recorded delays
per task

68%

Of tasks completed without delays

71 weeks

Of time saved vs industry standard

The Portal

All work requests raised with us can be tracked live via our portal.Each tasks contains all the information you would expect to see - it's status, who it currently sits with, any delays, and expected completion times.This means:
- No chasing emails.
- No follow-up phone calls
- No unnecessary meetingsSimply log in, and you can see live, up-to-date information, and understand exactly how your case is progressing

Every case also has it's own dedicated comments section, so important information is never lost in a busy inbox.

Only pay for what you need

We want you to only pay for the work that you need doing.That is why we have created a flexible quoting system, that charges based on the complexity of the required task.-No retainers.
-No lost hours.

£40-150

Task price range

21%

Of tasks are under £50

£75

Average task cost

Enterprise-Grade Security

We only use independently certified, enterprise-grade platforms to ensure that your data is protected:- Microsoft 365 - ISO 27001, SOC 2, GDPR compliant
- Google Workspace - ISO 27001, SOC 2, GDPR compliant
- Airtable - SOC 2 Type II, GDPR compliant
- n8n Cloud - SOC 2 aligned, hosted on Microsoft Azure, GDPR compliant
- WhatsApp Business - SOC 2 certified, end-to-end encrypted, GDPR compliantAll platforms maintain industry-leading security certifications, data encryption (at rest and in transit), and comply with major data protection regulations including GDPR.

Future plans

Despite our successes up to this point, things are only going to get better from here.We are speaking with other financial planning services that share our vision of an integrated future.Our friends at Plannr are the first to partner with us and our system will soon integrate seamlessly with the Plannr CRM.We look forward to announcing future plans with you all.

Focus on clients, not paperwork, by booking a call with us today

If you are as keen as I am about the success of your business, book a free informal chat with me, so that together, we can discuss exactly what administrative assistance you need to help your business thrive.