At The CollabHub, we support UK-based Financial Advisory firms with expert paraplanning and administrative solutions tailored to the UK regulatory landscape. From cash flow modelling and suitability reports to client onboarding and system updates, our services help advisory teams stay efficient, compliant, and client-focused.
Choose from 2, 4, 6, or 8 hours per day to fit your needs.
Enjoy the support of a skilled and experienced team.
Easily adjust your service level as your business grows.
Our pricing is designed to provide excellent value.
Our UK-aligned paraplanning services include cash flow modelling, suitability report writing, risk profiling support, and platform illustrations using Voyant, EVPro, and FE Analytics. We adapt to your advice process, your compliance standards, and your client expectations.
Our admin team helps with onboarding new clients, updating CRM records, scheduling reviews, preparing meeting packs, and managing provider follow-ups — all with FCA-awareness and advisor-led customization. We integrate into your systems like Intelliflo, Xplan, and Plannr.
Our virtual assistants help your advisory team manage inboxes, CRM workflows, meeting prep, and document clean-up — ideal for boutique firms who want to focus more on advice, less on admin.
Lite Corporate
Early in the business, and just need guidance on how to best do things.
What’s included?
Growth Corporate
Early in the business, and just need guidance on how to best do things.
What’s included?
Scale Corporate
Early in the business, and just need guidance on how to best do things.
What’s included?
🔒 We follow industry best practices in data security and confidentiality. Our team is trained to work with sensitive client information responsibly, with strong internal controls and secure systems.
About Our Data Security Measures
Build a Leaner, Smarter Back Office