About
Support, redefined for the modern adviser.
3M Financial exists for a single reason: advisers should be in front of clients, not buried in paperwork. We were built to take the administrative load and the technical lift off your plate so you can focus on the conversations that grow your practice.
We're a UK-based, qualified support partner. Every piece of work is handled by experienced hands who understand suitability standards, provider quirks and the realities of running an advice business.
No call centres. No offshoring. No long contracts. Just dependable, confidential support that makes you look — and feel — more on top of your practice.
The directors
Jessica & Jamie
Jessica Brundle
DipPFS, Cert CII (MP) · Director
With over a decade in the IFA world, Jessica has worked as a paraplanner, led paraplanning teams at a large IFA network, and managed adviser relationships from end to end.
Jamie Emerson
DipPFS · Director
Jamie brings eight years of IFA experience across annual reviews, file checking, paraplanning and managing paraplanning teams at a large IFA network.
Adviser-first
Every process is designed around the way you actually work — not a generic template.
Quietly capable
We let the work speak. You hand it over, it comes back done properly.
Honest pricing
Clear scopes, no surprises, and the freedom to flex up or down as you need.