Financial Solutions Group
Financial Services โข 
Manor Drive, Exeter, United Kingdom โข 1-10 Employees
Company overview
| Headquarters | Manor Drive, Exeter, England EX5 1GB, GB |
| Phone number | +441392429699 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Adviser Technology, Business Development And Growth Strategy, Advice Operations Infrastructure, Cpd Training And Adviser Development, Compliance And Regulatory Oversight, Ifa And Ar Firm Support, Investment And Provider Access, Operational Infrastructure And Admin Support, Paraplanning And Report Writing, Success And Exit Planning, Technology And Platform Integrations |
| Founded | 2016 |
| Employees | 1-10 |
Key Contacts at Financial Solutions Group
Rick Lehrer
Founder & President
Leanne Williams
Managing Director
Claire Burdett
Owner
Paul Wicher
Director Of Operations
Richard Lehrer
Owner
Joanna Rich
Owner
Paul Kruse
Owner
Financial Solutions Group Email Formats
Financial Solutions Group uses 1 email format. The most common is {first name} (e.g., john@financialsolutions.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@financialsolutions.co.uk | 100% |
About Financial Solutions Group
Financial Solutions Group is a UK-based IFA network built for advisers who want independence. We provide the essential infrastructure to empower advisers to grow their businesses, stay compliant, and deliver outstanding client outcomes without sacrificing autonomy. Our members can benefit from a full menu of services including cutting-edge technology, training and development, compliance oversight, fee reconciliation, and central admin support. We offer unrivalled access to: โข ๐๐๐๐๐ฟ๐ฒ-๐ฝ๐ฟ๐ผ๐ผ๐ณ๐ฒ๐ฑ ๐ฝ๐ฟ๐ผ๐ฐ๐ฒ๐๐๐ฒ๐: Paperless onboarding, seamless ongoing review delivery, and client engagement tools delivered through bespoke technology, designed for IFAs by IFAs. โข ๐๐ผ๐บ๐ฝ๐น๐ถ๐ฎ๐ป๐ฐ๐ฒ & ๐ณ๐ฒ๐ฒ ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐: We act as your regulatory principal, managing oversight, regulatory returns, and PII while streamlining fee reconciliation with transparency โข ๐๐ฎ๐ฐ๐ธ-๐ผ๐ณ๐ณ๐ถ๐ฐ๐ฒ ๐๐๐ฝ๐ฝ๐ผ๐ฟ๐: Join as an RI and our experienced admin team provides CRM, report writing, and client review support, freeing you up to focus on what you do best โข ๐๐ฟ๐ผ๐๐๐ต & ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐: Whether youโre an AR or an RI; chartered, newly qualified, or planning succession, we have a proposition to support your business aspirations Our mission is simple: to make life easier for independent advisers by offering the technology, support, and oversight for you to remain laser focused on delivering great advice and outcomes for your clients. We are proud to champion a collaborative, adviser-first culture that delivers both independence and security in an ever-evolving regulatory World. Learn more or speak with us at www.financialsolutions.co.uk
Financial Solutions Group revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Financial Solutions Group has 11 employees across 7 departments.
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Number of employees
Funding Data
Financial Solutions Group has never raised funding before.
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