Virtual back-office support for IFAs
Focus on your clients.
We'll handle the rest.
From general admin and income reconciliation to Intelliflo expertise, we give independent financial advisers the time and freedom to do what they do best.
💼 30+ Years in Financial Services
💎 CertPFS Qualified & Certified
🤝 100% Dedicated to IFAs
Your back office, brilliantly managed
Running an advice firm means juggling clients, compliance, and an ever-growing admin workload. We take the operational weight off your shoulders — so you can spend your time where it matters most.
Whether you need ongoing support or a one-off project, we tailor our services to fit seamlessly around the way you already work.
Trusted by Independent Financial Advisers across the UK.
“Jo Morgan of IFA Outsourcing – if you want the best support then this is the place to be. Don’t bother to look anywhere else because there is no one any better. She not only does the job better than anyone else she brings her 30 years’ experience and makes constructive suggestions on how the job can be done better and more efficiently. Add to that Jo is a really nice person to work with and you will soon find out that you have engaged the best.”
Alan Moran - Interface Financial Planning
"Working with Jo Morgan has been an absolute asset to our business. Her knowledge of IO is second to none, and she consistently demonstrates an exceptional understanding of the system and its complexities. She manages the collation of our IO commissions with accuracy, efficiency and professionalism, ensuring everything runs smoothly behind the scenes. We have complete confidence in her expertise and would highly recommend her to any firm needing a true IO specialist."
Anne Donaldson - Money Doctor Wealth Management
“Joanne Morgan has become the engine room of our administration. She saves us so much time! We highly recommend her to anyone who is lucky enough to engage her services.”
Paul Tower-Evams, John Bresnan - JPA Financial Services Ltd
”IFA Outsource supports our IFA business with administration, systems and income reconciliation. Jo is incredibly knowledgeable and provides efficient, invaluable support. This assists our business in many ways and her service is excellent.”
Tracy Jukes, Hazelton Mountford Jefferies Limited
“I have worked with Jo since 2021, and she has been brilliant. The majority of the work is building/maintaining IO – Jo is a master of the system, but I am aware that her skills go beyond. As and when Jo has interacted with any clients she is always well received - personable, helpful, and knowledgeable, and simply ‘gets things done’. I would be comfortable to recommend Jo to other IFAs looking for support as I already have done with some of my colleagues.”
Mark Alghita - Waterside Wealth Management Ltd
Our IFA support services
Services designed around the way you work.
Practical, hands-on support across every area of your back office — from day-to-day administration to deep Intelliflo (IO) platform expertise.
🗂️
General Administration
Fully outsourced admin support, from processing new clients and writing reports to managing providers and fund switches.
📄
Intelliflo Document Design
Bespoke templates built directly in Intelliflo's Document Designer — from client reports to review packs, tailored to your firm's brand.
💰
Income Reconciliation
We upload cash receipts, reconcile against provider statements, and deliver a full suite of monthly reports. Ad-hoc and holiday cover included.
✅
Process & Task Management
Expert advice on structuring your workflows, setting up task management, and getting the most from your Intelliflo system.
🔍
Database Assessments
Not sure how good your data really is? We audit your back-office system, highlight shortfalls, and recommend clear improvements.
🎓
Intelliflo Software Training
Hands-on, practical training to help you and your team get confident with Intelliflo — from the basics through to advanced features.
✨
Intelliflo Data Cleansing
Messy data slows everything down. We systematically clean and optimise your Intelliflo database for accuracy and efficiency.
📊
Valuation Management
Accurate client valuations prepared and managed — keeping your review cycles running smoothly and your clients informed.
Intelliflo Expertise
Get more from your platform
Intelliflo is a powerful system — but only if it's set up right and used to its full potential. With deep, hands-on experience across data cleansing, document design, training, and process optimisation, we help you unlock the platform's true value.
✓ Data cleansing & optimisation
✓ Bespoke Document Designer templates
✓ Workflow & task management setup
✓ Practical, hands-on training
Why IFA Outsource
What makes us different
With three decades in financial services means I understand your world — the regulations, the platforms, the pressures, and the opportunities. You office works directly with me — not a call centre, not a rotating team. I get to know your business and deliver support that's tailored to you.
✓ Personal service
✓ Deep expertise
✓ Flexible and reliable services
✓ Affordable outsourced solution
How it works
Simple to get started, easy to rely on.
01
Have a chat
Tell us what's taking up your time. We'll listen, understand your pain points, and suggest where we can help most.
02
Agree a plan
We'll put together a clear, flexible plan — whether that's ongoing support, a one-off project, or something in between.
03
We get to work
You carry on advising your clients. We handle the rest — reliably, accurately, and with the care your business deserves.
Ready to reclaim your time?
Let's have an informal chat about how we can lighten your workload and help your business run more smoothly.
About IFA Outsource
The person behind your back office support.
Meet Jo Morgan - 30 years of financial services experience, dedicated to helping IFAs work smarter.
Our history and experience ➜