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


Laurence Houlden


Nick Rumble


We understand advisers and their clients

Finsol’s key people have each held senior management positions in successful financial services businesses. Our directors and partners have also personally conducted thousands of retail and corporate client advice meetings during their careers, whilst also working with accountants, lawyers, HR consultants and other professionals. 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.