Specialist Financial Services Advisory
Informed Advisory Limited Est. 2010 · Revitalised in 2026

Build Better
Financial Planning
Businesses.

Specialist training, consultancy and operational support for financial planning firms. We work with businesses to improve systems, strengthen ways of working and help teams get more value from the tools and processes they rely on every day.
Work With Us
Explore Services

// Three Connected Services

Training · Consultancy · Academy — working together for your firm

  • Informed Training — Systems & Technology
  • Informed Consultancy — Operational Improvement
  • Informed Academy — Continuous Development
  • Intelliflo Office · Plannr · Ningi
  • Acquisition Readiness & Exit Preparation

40

Yrs Combined Experience

100%

Bespoke Delivery

CPD

Records Provided

Remote

Secure Screen Share

Intelliflo Office ·Plannr·Ningi — Coming Soon ·CRM Consultancy ·Operational Support ·Microsoft 365 ·Acquisition Readiness ·Workflow Redesign ·SOP Creation ·Informed Academy ·Financial Services CRM ·MI Reporting ·Intelliflo Office ·Plannr·Ningi — Coming Soon ·CRM Consultancy ·Operational Support ·Microsoft 365 ·Acquisition Readiness ·Workflow Redesign ·SOP Creation ·Informed Academy ·Financial Services CRM ·MI Reporting ·

Three Specialist Divisions. One Connected Proposition.

Supporting Financial Planning Firms Through Training, Consultancy & Continuous Development.

Informed Advisory Limited is built around three connected service areas. Some firms need focused support around systems and staff development. Others are looking at wider operational challenges, process improvement or future business change. Our services can operate independently or work together as part of a broader improvement programme.

Division 01

Informed Training

Training designed around the systems, technology and day-to-day processes financial planning firms rely on — built around real business scenarios, existing workflows and the challenges teams experience in practice.
  • CRM Health Checks & Workflow Redesign
  • Intelliflo Office (iO)
  • Plannr
  • Ningi (Coming Soon)
  • Microsoft 365 Suite
  • Customised Training Programmes
  • New Starter Onboarding
  • CPD-Supported Learning

Systems & Technology

Division 02

Informed Consultancy

Our consultancy support helps firms review and improve the way their businesses operate — identifying inefficiencies, redesigning processes, strengthening reporting and supporting wider operational change to create more efficient, scalable and consistent ways of working that support sustainable business growth.
  • SOP Creation & Process Optimisation
  • Workflow & Process Redesign
  • MI Reporting & Management Information
  • Annual Review Process Redesign
  • Operational Strategy & CIP Alignment
  • Systems & Technology Optimisation
  • Business Integration & Change Support
  • Acquisition Readiness & Exit Preparation

Operational Improvement

Division 03

Informed Academy

The Academy provides firms with ongoing access to learning, development and support beyond one-off projects — creating a longer-term environment that helps teams continue developing as businesses and systems evolve.
  • Knowledge Hub Access
  • Live Learning Sessions
  • CPD Support & Records
  • New Starter Pathways
  • Role-Based Learning
  • Three-Tier Membership

Coming Soon

What We Do

Building Better Financial Planning Businesses.

We do more than provide system training. We work with firms to improve the way technology, people and operational processes work together — helping businesses work more effectively at every stage of growth.

Core Specialism 01

CRM & Platform Optimisation

Many firms only use a fraction of the functionality available within their systems. We help businesses review how technology is being used, identify opportunities for improvement and create ways of working that better support teams and business objectives.
  • Automated workflows & task management
  • MI reporting & data intelligence
  • Compliance & suitability workflows
  • Full system configuration & setup
  • CRM health checks & workflow redesign
  • Data quality improvement

Intelliflo Office

Core Specialism 02

The Next Gen: Plannr

New technology platforms create opportunities, but successful adoption requires more than implementation alone. We support firms introducing Plannr through practical onboarding, role-based learning and guidance designed around how teams actually work.
  • Bespoke onboarding programmes
  • Workflow & procedure design
  • Migration support & training
  • Early adopter programmes
  • Role-based learning pathways
  • Team implementation support

Plannr

Core Specialism 03

The Integrated Ecosystem

Systems rarely operate in isolation. Businesses often rely on multiple platforms, research tools and data sources, creating inefficiencies where processes do not connect properly. We help firms review these areas and improve how technology works together.
  • CRM & platform integrations
  • Elimination of manual data entry
  • Research tool & portal connectivity
  • End-to-end workflow optimisation
  • Systems alignment reviews
  • Process automation opportunities

Full Stack

Core Specialism 04

Operational Consultancy & Growth Support

Operational challenges rarely sit within one process or one system. Our consultancy support focuses on helping firms review and improve wider operational areas — ownership, reporting, consistency and process design — to create stronger foundations for growth.
  • SOP creation & documentation
  • Process mapping & annual review redesign
  • Client journey reviews
  • Operational reporting & MI
  • Workflow alignment & process standardisation

Consultancy

Core Specialism 05

Acquisition Readiness & Exit Preparation

Businesses preparing for future growth, succession or a potential transaction often discover that systems and processes have evolved without a consistent structure. We help firms create stronger operational foundations, cleaner data and more consistent ways of working ahead of future change.
  • Operational due diligence preparation
  • CRM clean-up & rationalisation
  • Process standardisation
  • Management information improvements
  • Broker & strategic partner liaison support

Exit & Growth

Why Firms Choose Us

Four Reasons Firms
Partner With Us.

We are not a generalist training provider. Every reason a firm works with us comes back to the same thing — deep specialist expertise and real financial services experience that drives lasting change.

01

CRM & Platform Specialists

We know systems like Intelligent Office and Plannr inside out. We do more than provide training — we help firms create processes that work in practice and support the way their business operates.

02

A Roadmap for Growth

Technology and financial services continue to evolve. Whether firms are adopting new platforms like Plannr or Ningi, redesigning processes or reviewing operational structures, we help identify practical next steps.

03

Data Integrity First

Reliable reporting starts with reliable data. We help firms create a trusted source of information that supports stronger decision-making and greater confidence across the business.

04

Real Financial Services Experience

We have worked across operational leadership, administration, paraplanning, compliance, project delivery and acquisitions. That practical experience helps us understand the realities firms face and deliver support that works in practice.

Sectors & Platforms

Financial Services
is Our Home Ground.

With over 40 years of combined Financial Services experience — spanning administration, paraplanning, compliance, operations, project delivery, acquisitions and senior leadership — we understand the realities firms face because we have worked within them ourselves.

That experience allows us to support businesses not only with training, but also with wider operational initiatives, process improvement and business change projects.

Who We Train

Advisers · Paraplanners · Administrators · Operations · Compliance · Network Support · Leadership Teams

We Also Support

Consolidators · Acquisition-led businesses · Firms preparing for succession · Business transformation projects

Networks

Tenet · Lighthouse · Sense · Three Sixty · St. James’s Place & more

Delivery

Remote · Customised Training Programmes · Secure Virtual Screen Share · Nationwide

CPD Records

Structured CPD records provided for all training sessions

Wider Support

Operational initiatives · Process improvement · Business change projects · Acquisition readiness

Intelliflo
Office (IO)

Intelliflo Office remains one of the most widely used back-office systems within financial planning. Whether firms are implementing IO for the first time, migrating data or simply trying to get more value from an existing system, our support is designed around practical use rather than theory.

Enquire About IO Training

Client Management & Tasks

Client records, task workflows, diary management, activity tracking and follow-up processes

Compliance & Suitability

Risk profiles, suitability letters, compliance workflows, audit trails and regulatory record-keeping

Data & Integrations

FE Analytics, Nexus Command Deck, Assureweb, Iress, XPlan integrations, provider feeds and data imports.

IO Customisation & Setup

Custom fields, workflow builders, templates, user roles and system configuration

New User Onboarding

Getting new starters up to speed quickly — structured onboarding programmes for all roles

Plannr

Plannr is one of the newer CRM platforms emerging across financial services, and many firms are exploring it as an alternative to traditional systems. We provide comprehensive training programmes to help firms adopt Plannr in a practical and structured way.

Enquire About Plannr Training

Onboarding & Migration

Structured onboarding for firms moving to Plannr from legacy systems

Workflow & Procedure Design

Building compliant, scalable procedures native to the Plannr platform architecture

Migration Support

Data migration planning, clean-up and validation to protect integrity through transition

Role-Based Training Programmes

Adviser, paraplanner, admin and operations training tailored to Plannr’s UX

Training Coming Soon

Ningi

New CRM platforms continue to emerge across financial services and many firms are beginning to explore alternatives to traditional systems. We are developing comprehensive training programmes for Ningi to help firms adopt this platform in a practical and structured way.

Register your interest now and be among the first to access our early-adopter training and onboarding support.

Register Interest

Early Adopter Onboarding

STrusted & Recommendedtructured onboarding for firms moving to Ningi from legacy systems

Workflow & Procedure Design

Building compliant, scalable procedures native to the new platform architecture

Migration Support

Data migration planning, clean-up and validation to protect integrity through transition

Role-Based Training Programmes

Adviser, paraplanner, admin and operations training tailored to each platform’s UX

Operational Consultancy & Business Improvement

Your Operations Shape How Your
Business Performs.

Strong businesses are rarely held back by one system or one process. More often, challenges build over time through workarounds, duplicated activity, inconsistent processes and systems being used differently across teams.

Pillar 01

Tech Stack Strategy

Technology often develops over time as firms grow, add systems or respond to changing requirements — leading to duplicated functionality and disconnected processes. We review your existing setup and provide practical recommendations focused on helping systems work better together.
  • Systems audit & mapping
  • Tool consolidation recommendations
  • Vendor evaluation support
  • Phased implementation roadmap

Pillar 02

Procedure Optimisation

Technology alone rarely solves operational problems. Teams need processes that are clear, repeatable and practical to follow. We help firms review existing ways of working, document key processes and create procedures that support day-to-day delivery.
  • Process mapping & documentation
  • SOP creation & formatting
  • Workflow redesign
  • Approval chains & governance

Pillar 03

Bespoke Staff Training

Training works best when it reflects how businesses actually operate. Rather than generic demonstrations, sessions are built around your systems, your workflows and the roles within your business — so new tools and new processes genuinely land.
  • Role-based training programmes
  • Tool-specific workshops
  • Train-the-trainer options
  • Ongoing support & refreshers

Pillar 04

Acquisition Readiness & Operational Alignment

Businesses preparing for future growth, succession planning or a potential transaction often discover that systems and processes have evolved without a consistent structure. We support firms by improving documentation, strengthening processes and creating a more organised environment.
  • CRM structure reviews & due diligence preparation
  • Process standardisation & workflow alignment
  • Documentation reviews
  • Management information enhancement

Problems We Solve

Common Operational Challenges

  • Duplicated administration across teams
  • Underused CRM functionality
  • Inconsistent workflows and processes
  • Weak or poorly structured onboarding
  • Poor management information quality
  • Legacy data issues and data integrity problems
  • Lack of clear process ownership
  • Inefficient annual review processes

Tech Stack Audit Report

A review of existing systems identifying duplication, gaps and practical opportunities for improvement.

Standard Operating Procedures

Documented workflows and procedures covering all key business processes — ready for implementation from day one.

Strategic Roadmap

A phased plan outlining priorities, ownership and recommended next steps — practical and actionable.

Bespoke Training Programme

Tailored sessions built around your real systems, delivered remotely via secure screen share.

CRM Health Check Report

A review highlighting opportunities to improve system usage and operational effectiveness.

Acquisition Readiness Assessment

Support designed to strengthen operational structures ahead of future transactions or succession events.

The Informed Academy

Coming Soon

Continuous Learning &
Long-Term Support.

The Informed Academy is designed to provide firms with ongoing access to learning, development and support beyond one-off projects or training sessions.

The aim is to create a longer-term environment that helps teams continue developing as businesses, systems and requirements evolve — building genuine partnerships rather than one-off engagements.

Register Interest

Academy Focus Areas

Knowledge Hub access & resources

CPD support & structured records

Recorded content library

New starter onboarding pathways

Role-based learning tracks

Continuous system updates

Three-tier membership structure

Tier 01 — Essentials

Essentials

£49 – £79 / month + VAT

Sole Traders & Micro IFAs · 1–2 Advisers

Suitable for smaller firms or individual users wanting ongoing access to core support and learning resources.

  • BiteSize™ session access
  • Knowledge Hub resources
  • CPD support & records
  • System update notifications

Tier 02 — Professional

Professional

£99 – £149 / month + VAT

Small-to-Mid Firms · 3–9 Advisers

Designed for firms wanting broader team access and more structured support for development and onboarding.

  • Everything in Essentials
  • Live learning sessions
  • Recorded content library
  • New starter pathways
  • Priority access to resources

Tier 03 — Network / Enterprise

Enterprise

£199 – £299+ / month + VAT

Multi-Adviser & National Networks · 10+ Advisers

Designed for networks, consolidators and larger firms looking to support wider teams through shared learning and onboarding resources.

  • Everything in Professional
  • Full team access
  • Bespoke content development
  • Structured onboarding pathways
  • Optional consultancy support

Who We Are

Led by people who've
been in your shoes.

Established in 2010 and revitalised in 2026 under the leadership team of Christian Markwick and Lianne McComish, Informed Advisory Ltd brings together more than 40 years of combined Financial Services knowledge across operations, consultancy, systems, training and business change.

What makes our approach different is that our support comes from first-hand industry experience. We understand the realities of advice businesses because we have worked within them — not simply advised them from the outside.

Former IFA & FS Operations

Founded 2010 · Revitalised 2026

40+ yrs Combined Experience

CPD Records Provided

Personalised Remote Training

Acquisition Readiness

Work With Us
CM

Christian Markwick

Director & Business Consultant

Christian has worked across adviser support, training & competence, compliance and consultancy roles — helping firms navigate change and translate complex challenges into practical solutions. His focus has always been on helping businesses create frameworks that are realistic, usable and capable of supporting future growth.
LM

Lianne McComish

Director & Training / Operations Lead

Lianne brings more than twenty years of leadership within financial planning businesses, with a background spanning operations, systems, people management and delivery. Having worked closely with advisers, paraplanners and operational teams, she understands the challenge of balancing process, people and day-to-day business demands.

Our Approach

Practical.
Personal.
Proven.

Every business works differently, which is why our approach is designed to remain flexible whilst still following a clear structure. From the first conversation through to delivery and ongoing support, we focus on understanding how your business operates and where support can make the biggest difference.

Step 01

Understand

We start by listening. Before recommending anything, we take time to understand your business, your systems, your team structure and the challenges you are trying to solve.

Step 02

Review

Through collaborative sessions and remote access where required, we review current processes, systems and ways of working to identify opportunities for improvement and areas creating friction.

Step 03

Deliver

Support is delivered around your business rather than generic examples or pre-built demonstrations — whether through training or consultancy, everything is designed around real systems and real scenarios.

Step 04

Support

Delivery is not the end of the process. Businesses evolve, systems change and new challenges appear over time. Ongoing support helps ensure improvements continue to work as the business develops.

Step 05

Develop

Lasting improvements take time. Through continued support, Academy access and ongoing guidance, we help firms build on progress rather than treat projects as one-off exercises.

Who We Work With

Supporting Firms With Different Challenges & Priorities.

Financial planning firms operate at very different stages of development. Our support is designed to adapt around those differing requirements and provide practical solutions built around how each business actually operates.

IFA Practices

Independent financial advice firms of all sizes — implementing new systems, improving processes or developing their teams.

Networks & Partners

Networks and strategic partners supporting multiple adviser firms across technology adoption and operational improvement.

Consolidators

Acquisition-led businesses and consolidators requiring operational alignment, CRM standardisation and due diligence support.

Growth & Succession

Firms preparing for future growth, succession planning or a potential business transaction requiring stronger operational foundations.

What Clients Say

Trusted.
Recommended.

Enquire Now

Intelliflo Office

“I’ve known the team at Informed Training for years and when we required Intelligent Office training to be provided to adviser firms around the country, they were the first people that came to mind. Highly engaging with both the business and the firms being trained.”

SG

Stephen Gazard

Financial Services Business Leader | IFA / Change Management

CRM Consultancy

“Informed Training has a wealth of experience and knowledge when it comes to CRM systems. They have a proven track record in improving business processes both pre and post RDR. My team and I have interacted with Informed Training on a number of occasions.”

CL

Client, Financial Services Firm

CRM Solutions for Businesses

Bespoke Training

“I can’t recommend this company highly enough. We were introduced to Informed Training purely on a training basis. Having struggled with our CRM for quite some time, the team saw our problem and spent a great deal of time resolving it.”

JC

Jade Clarke-Mackintosh

Senior Group Administration Manager, Bartons Group

Commercial Outcomes Firms Commonly Achieve

Result

Reduced administration time and improved day-to-day efficiency

Result

Cleaner CRM data and stronger management information

Result

Faster, more consistent onboarding of new staff

Result

Improved adoption of systems and technology across teams

Result

Better process consistency and reduced operational risk

Result

Improved workflow efficiency and less duplicated work

Result

Stronger operational foundations ahead of growth or acquisition

Result

Long-term scalability through sustainable processes and systems

Transparent Pricing

Fair. Flexible.
No Surprises.

No two businesses need the same level of support. Our approach is designed to remain flexible — ranging from one-off sessions through to larger projects and ongoing development programmes. All sessions are delivered remotely via secure screen share unless agreed otherwise.

Public Sessions

Group Online Sessions

Focused remote sessions providing practical learning in an accessible and cost-effective format. Pay-as-you-go with no commitment.
  • Public scheduled sessions
  • Intelliflo Office focus
  • Pay per session — no commitment
  • CPD structured records
  • Quick registration & join
View Upcoming Dates

Most Popular

Bespoke Private Training

Training built around your systems, your people and how your business actually operates — all via secure remote access.

  • Your live systems, your workflows
  • Secure remote access & screen share
  • All roles covered
  • Deposit to secure booking
  • Balance due within 14 days post-delivery
  • CPD records provided
Request a Quote

Consultancy

CRM & Operational Projects

Hourly, day rate or project-based consultancy — scoped and priced to your specific requirements and business needs.
  • System analysis & audit
  • CRM health checks
  • Workflow redesign & SOPs
  • Acquisition readiness support
  • Back-office strategy
  • Ongoing route planning
Discuss Your Project

Coming Soon

Informed Academy

Ongoing access to learning, support and practical resources — three membership tiers to suit firms of all sizes.
  • Essentials · Professional · Enterprise
  • Knowledge Hub & recorded content
  • Live learning sessions
  • New starter pathways
  • CPD support
Register Interest

Get Started

Ready to Improve How Your
Business Operates?

Whether you need support with training, consultancy, operational challenges or future business change, we are always happy to have an initial conversation. No hard sales approach. No generic solutions. Just practical support based around the way your business actually works.

Call the Team — 07359 121276
hello@informedadvisory.co.uk
07359 121276·hello@informedadvisory.co.uk·informedadvisory.co.uk·Remote — Nationwide

Get Started