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Engage clients more effectively.

Do business more efficiently.

Share information seamlessly.

This is the next generation of communication, taking the geography out of advice and enabling client interaction in real time. Proactive, far-reaching, enlightened.

Meet the team

Tim Morgan

Managing Director

Jason Butler CFP Chartered FCSI FPFS

Director

Laurence Houlden

Consultant

Nick Rumble

Consultant

We understand advisers and their clients

Finsol’s key people have each held senior management positions in successful financial services businesses. Our two directors have also personally conducted thousands of client advice meetings during their careers. Unlike many technology ‘experts’ or distributors, we really do understand your needs, challenges and regulatory obligations.

We’ll show you how you can conduct your face to face advice online with the minimum of hassle, risk or cost. We’ll also show how you can use online meetings to improve staff collaboration and development.

Progressive, challenging, empowering.