About us
The specialist behind your back office, IFA Outsource exists to give independent financial advisers their time back, through expert, reliable, and genuinely personal back-office support.
Our mission
We know what it takes to run an IFA practice
Running an advisory business means wearing too many hats. The admin piles up, the reconciliations need chasing, and the back-office system never quite does what you need it to. That's where we come in.
IFA Outsource provides specialist back-office support built specifically for independent financial advisers — so you can spend less time on administration and more time doing what you do best: advising clients.
Meet Joanne
Hi, I'm Joanne.
I founded IFA Outsource because I've spent my entire career in this industry and I know exactly where the pressure points are.
With 30 years of experience in financial services — across administration, paraplanning, and back-office operations — I've built a deep understanding of what IFA practices actually need. For the past several years I've specialised in income reconciliation, Intelliflo data management, document design, and the setup and optimisation of back-office systems.
I hold the Certificate in Financial Planning (CertPFS) and I've worked extensively with Intelliflo (Intelligent Office), X Plan, and Adviser Office — so I hit the ground running from day one.
My whole ethos is simple: provide a genuinely high-quality service, build a real working relationship, and make your life measurably easier. I have a passion for learning and helping others. I often find the biggest bug-bear to IFA's is the burden of paperwork or time, so let me help you improve and streamline your business.
✓ CertPFS qualified
✓ 30 years in financial services
✓ Intelliflo specialist
✓ Experience across Intelligent Office, X Plan & Adviser Office
✓ Based in Malvern, working with practices across the UK
Based in Malvern, I work with practices across the UK
✓ CertPFS qualified. ✓ 30 years in financial services. ✓ Intelliflo specialist ✓ Experience across Intelligent Office, X Plan & Adviser Office
Choosing IFA Outsource
Why practices choose to work with us
We're not a generic VA service. We're a specialist back-office partner who understands IFA compliance, systems, and workflows from the inside out.
✓ Sector-specific expertise — everything we do is built around the needs of IFA practices, not adapted from something generic
✓ Intelliflo specialists — from data cleansing to Document Designer, we know the platform in depth
✓ Personal service — you work directly with Joanne, not a rotating team of unfamiliar faces
✓ Flexible support — whether you need ongoing cover or ad-hoc help, we work around you
✓ Confidentiality and care — your client data and business information are treated with the highest professional standards
Ready to take the admin off your plate?
Whether you're looking for ongoing back-office support or help with a specific project, get in touch for a no-obligation chat. We'll listen to what you need and be straight with you about how we can help.