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Vijay Thakkar and Utkarsha Rajput, Founder and Director of Consenta Insourcing

Redefining Insourcing

Empowering IFAs

From suitability reports to phone calls and research, we manage everything while you grow your business.

Client Testimonials

“I give Consenta 5 stars. I couldn't be happier with the quality of their work and support for my business and the attitude of their staff.   First and foremost, the level of professionalism exhibited by the team is superb. They are knowledgeable, skilled, and genuinely eager to please.   They provide excellent communication and promptness in responding to my queries. They have a personalized approach and took the time to understand my specific needs and preferences, tailoring their service to meet them perfectly.   I wholeheartedly recommend this service to anyone seeking support for their business so they can get on with their business.”

Clive Perks
Supportive Financial Planning Ltd.

Introducing our law firm

Our Services

Client Reviews

Client Reviews

  • Annual / Monthly /Adhoc Reports

  • Performance table for Annual Reviews

  • Disclosure of fees and costs

  • Send Valuations securely to clients

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Client Reviews

Fund Research

Fund Research

  • Utilising FE and Morningstar.

  • Assessing portfolio performance

  • Collaborating with in-house investment committees

  • Conducting DFM research

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Fund Research

Paraplanning

Paraplanning Support

  • LOA Chase and Product Research

  • Cashflows, quotes & provider liaison

  • Investment & Pension recommendations

  • Suitability Reports and Implementation

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Paraplanning Support

Accounts and Finance

Accounts & Finance

  • Recording and Reconciling financial transactions

  • Filing Gabriel Return

  • Preparing month-end financial performance reports

  • Forecast upcoming income and expenses

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Accounts & Finance

Administrative Services

Administrative Services

  • Liaise with Providers for plan information

  • Updating Client Information in back-office software

  • Clean up client data, input plans, contributions, withdrawals, fund transaction history.

  • Annually refresh data based on client changes

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Administrative Services

Information Technology Services

IT Services

  • Coding for customised digital fact forms

  • Customised Administration portals for management and compliance information.

  • Website development and maintenance

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IT Services

Find the Perfect Fit

Discover How Our Flexible Plans Can Meet Your Needs

Why Insource?

Consenta is one of the top suppliers of back-office services to IFAs.

Owned and run by IFAs, we have a true understanding of the sector and challenges.

Optimised Back
Office Operations

  • Leveraging our expertise and infrastructure.

  • No capital expenditures, recruitment fees, training costs, national insurance, or pension contributions.

  • Streamlined team integration for smooth transition and operations continuity.

  • Secured Internet Line (1:1) with no latency.

  • Broadband, power backup, quality voice calls, security cameras, and office access.

Reliable Team
and Infrastructure

  • Highly educated staff trained by chartered financial planners.

  • Uses secure platforms and addresses data security.

  • Professional working environment in a comfortable, owned, grade A building.

  • Operational efficiency

Scale Up with Minimal
Capital Investment

  • Free up time.

  • Increase employee productivity.

  • Boost profitability

Our Clients

Blackstone Moregate IFA
Globe IFA
StringsFP Financial Planning
Kassius IFP
WhiteOak Financial Planning
Supportive FP
Rivers Capital Management
MarkDean Wealth Management
Consenta Insourcing Team

The only way we can fulfil our dream is by being fearless. What we want lies on the other side of fear.

We can see the future as fierce and fearful, or we can see it as the opening of doors to newer opportunities and even more incredible achievements.

Mr. Kumar Mangalam Birla Chairman, Aditya Birla Group

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