Giving advisers their time back.
3M Financial provides outsourced administration and paraplanning to UK IFAs. We take the paperwork, research and case prep off your desk — so you can focus on what you do best: advising your clients.
- UK-based, qualified team
- Per-case or retainer pricing
- Works across all major platforms
- Confidential & FCA-aware
“Less admin. More advice.”
Outsourced paraplanning & administrative support for UK independent financial advisers.
The 3M difference
Less admin. More advice. Better client outcomes.
Every hour you spend chasing providers, drafting suitability reports or re-keying valuations is an hour you can't spend with a client. We pick that work up, do it well, and hand it back ready to sign.
20+
Years industry experience
100%
UK based & qualified
1:1
Personal account contact
What we do
Built around your practice.
Paraplanning
Suitability reports, research, cashflow modelling and technical analysis — fully drafted, peer-reviewed, ready for sign-off.
Administration
End to end processing, illustrations, LOAs, valuations and ongoing servicing — handled end-to-end.
Client Reviews
Annual review packs prepared, scheduled and followed through, so reviews never slip.
How it works
Onboarding that fits around you — not the other way around.
- 01
Discovery call
A 30-minute conversation to understand your practice, your platforms and where the friction lives.
- 02
Tailored proposal
A clear scope and pricing — per case or on a monthly retainer. No long contracts.
- 03
We get to work
Secure access to your systems, agreed SLAs, and a single point of contact. You feel the difference in week one.
Track every case in one place.
Every adviser we work with gets secure, real-time access to our portal — so you always know exactly where your cases are, without chasing for updates.
Live case tracking
See every case's stage and status update in real time — no more wondering where things stand.
Secure messaging
Per-case conversations with the 3M team. Everything in one thread, nothing lost in email.
Document uploads
Drop client files straight into the case. Encrypted in transit and at rest.
Cost approvals
Review and approve case costs before work proceeds, with a clear audit trail.
Staff access
Invite paraplanners and admins from your practice with the right level of access.
Email notifications
Get notified the moment something changes.
Meet the directors
Talk to the people doing the work.
Confidential
Strict data handling and secure access to your back-office.
Responsive
Agreed turnaround times you can plan client work around.
Qualified
Director-led, by a DipPFS-qualified team — paraplanning to advice-ready standard.
Ready to hand the admin over?
Tell us a little about your practice and we'll come back with a tailored proposal within two working days.