For most Independent Financial Advisers (IFAs) in the UK, it feels like there simply aren’t enough hours in the day to finish all the administrative tasks and paperwork in time.
This is where Consenta Insourcing steps in—not just as another service provider, but as an empathetic and trusted partner committed to making IFA lives easier and to let them focus on what they do best, providing superb financial advice.
We do this by taking end-to-end responsibility for all of your back-and-middle-office admin work for you.
Our mission is simple, to be an extension of your team, enabling you to focus on client relationships and growth.
We see a future where financial advisers spend less time on compliance and more time building meaningful client relationships. And we’re on our way of realising this vision by providing empathetic and efficient back and middle-office support.
Our philosophy is built on a foundation of trust, collaboration, and excellence.
We offer a comprehensive suite of services which enable IFAs of any size in the United Kingdom to enhance their productivity & save costs at the same time:
1. Paraplanning and Support Services
2. Client Reviews
3. Fund Research and Reporting
4. Administrative Services
5. Accounts and Finance Management
6. IT Services
If you wish to save a lot of time and money by delegating your back & middle office admin work, we’re here to help you do that.
Company Details
- Employees
- 18
- Founded
- -
- Address
- Gotri Sevasi Road, 407-408 Sears Tower,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://consenta.co.in
- Keywords
- Financial Services, Financial Planning, Portfolio Management Services, Paraplanning, Client Reviews, Fund Research, LOA Chasing, Suitability Reports, Gabriel Return, FE Analytics, Morningstar.
- HQ
- vadodara, Gujarat
Consenta Insourcing Questions
Consenta Insourcing's website is http://consenta.co.in
Consenta Insourcing's LinkedIn profile is https://in.linkedin.com/company/consenta-insourcing-uk
Consenta Insourcing has
18 employees.
View email and phone details for 18
employees at Consenta Insourcing.
Consenta Insourcing's industry is
Financial Services
Consenta Insourcing's top competitors are
Supportive Financial Planning Ltd,
Nielseniq,
Windowmaker Software,
Value Plus - The Family Office,
Numerator,
Blackstone Moregate,
Befree Global,
Successio Global,
Continental International Group,
Laverne Fintech.
Consenta Insourcing's categories are Financial Services
Consenta Insourcing's founding year is 2018
