Outsourced Operations Management for Financial Planning Firms

Operational support for financial planning firms that want to grow without the chaos

We help financial planning firms bring structure, accountability and progression to their business; without needing a full-time operations manager.

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The reality for many firms

Is your business starting to feel harder to manage?

Many financial planning firms reach a point where the client work is strong, but the operation behind it feels stretched. Tasks still get done, but too much depends on memory, owner oversight, and people knowing what to do without a clear structure behind them.

The pressure is rarely caused by one big problem. It is usually the accumulation of decisions, follow-ups and improvements that do not yet have enough structure or ownership around them.

Team planning workflows and priorities using sticky notes

Our Services

Practical support for the areas that keep your firm moving

Business Management & Strategy

Clear priorities, regular business planning and accountability to keep your firm moving forward.

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Operations & Systems

Better processes and systems to make the business easier and more consistent to run.

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Team Support & Accountability

We work alongside your team, running regular 1:1s, setting goals relevant to their role, and building a safe space to ensure they can continue to do their best work in the right environment.

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Marketing & Compliance Support

Working alongside your existing support, Fusion helps with marketing, compliance coordination and keeping key activity moving in the background.

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Project & Change Management

Whether you’re onboarding new software, growing your team, or preparing for a regulatory change, we manage the transition so it doesn’t disrupt your business.

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Ongoing Flexible Support

Experienced support that flexes around your firm, without the commitment of a full-time hire.

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How It Works — Our Process

A simple way to start working together

01 Initial Call & Right Fit

Understand the business, what support may be needed and whether working together is the right fit.

02 Business Plan & Priorities

Review the firm’s goals, challenges, current plan and areas requiring stronger structure.

03 Action Plan & Accountability

Build a practical action plan and introduce the right meeting, scorecard and accountability structure.

04 Implement, Review & Improve

Put the plan into action, monitor progress and continue improving how the business operates.

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Ideal Client

We Work Best With…

Financial planners and their team, typically fewer than 8 employees
Directly authorised firms or individuals who are part of a network
Financial planning businesses ready to scale but operationally overstretched
Practice owners spending too much time on the business and not enough time with their clients
Firms that need operational support, but are not ready for a full-time hire
Business owners who value partnership, not just task completion

“If your business is growing and your operations aren’t keeping up, that’s exactly where we come in.”

Who We Are

Operational management support built around financial planning firms

Fusion Business Management was founded by Lucy Myall, an experienced operations manager and previous administrator with deep roots in the financial services world. Lucy’s mission has always been the same: help business owners remember why they started.

We specialise exclusively in financial planning and IFA firms. That means we understand your compliance environment and the operational pressures that are unique to this industry. We don’t offer generic operational support, we offer expertise with a results-proven process which has been adapted over time.

Meet the Team →

WHAT OUR ClientS SAY

Trusted by firms that value structure, accountability and calm operations

    
 
 
       Posted on Google  
   
   David W Milne 
 
 
 
 Trustindex verifies that the original source of the review is Google. Paul, at Fusion, has been a great accountability partner, in addition to the general business support he has provided over the last 12+ months.
  
 
      Posted on Google  
   
   adam jarrett 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had the please of working with Lucy for the best part of a year, whilst I was building out my team, and found Lucy to be of great support whilst navigating this.
  
 
      Posted on Google  
   
   Huw Jones 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have partnered with Fusion Business Management for a few years now. Lucy & Paul are an absolute pleasure to work with. They bring a rare blend of professionalism, clarity, and genuine care to everything they do. Their attention to detail, practical advice, and proactive approach have made a real difference to our business and the Proposito team. They take the time to listen and understand not just the numbers, but the people and purpose behind them — which is invaluable. Highly recommend Fusion to any business owner looking for trusted, expert support with a personal touch.
  
 
      Posted on Google  
   
   Optimum Path Financial Planning Ltd 
 
 
 
 Trustindex verifies that the original source of the review is Google. Lucy worked with us over a short period when we were deciding whether to insource or outsource ops management. Whilst we ultimately didn't end up working together long-term, we would not hesitate to recommend her and her business to firms who are looking for high-quality outsourced operations management to somebody who really knows their stuff and will help you to achieve traction in your business.
  
 
      Posted on Google  
   
   gareth Chalk 
 
 
 
 Trustindex verifies that the original source of the review is Google. Lucy and Paul are incredible. They take time to learn and understand your business and then identify and tackle the challenges with laser focus and accuracy!
  
 
      Posted on Google  
   
   Lance Baron 
 
 
 
 Trustindex verifies that the original source of the review is Google. "Working with Paul and Lucy for the past year has significantly strengthened my leadership team.  Our weekly Level 10 meetings have become invaluable for maintaining focus and driving impactful decisions for the business."
  
 
      Posted on Google  
   
   Lloyd French 
 
 
 
 Trustindex verifies that the original source of the review is Google. Having worked with Lucy and Paul at Fusion Business Management for nearly three years, it has really helped transform my business in terms of systems, processes, accountability and most importantly freeing up my time to focus on marketing and new client aquistion as the main focal point for clients. They have built in processes and systems that make the business more effiencent and are always reviewing new efficiencies and embracing industry and technological developments. I have a fantastic relationship with Lucy in particular as my main point of contact and she is an exceptional Practice/Operations Manager who really is an extension of the Delaunay family and gives me peace of mind all of the operational,side of the business is being dealt with. I would recommend them to any Financial Planning business that is serious about what they do.
  
 
      Posted on Google  
   
   Philip Hanley 
 
 
 
 Trustindex verifies that the original source of the review is Google. Lucy helped me to focus on priorities in my business in a caring and professional manner
  
 
      Posted on Google  
   
   Darren Mcnamara 
 
 
 
 Trustindex verifies that the original source of the review is Google. Lucy is very knowledgeable and add real value to our business
  
 
      Posted on Google  
   
   Adam Downes 
 
 
 
 Trustindex verifies that the original source of the review is Google. I cannot recommend Lucy and her team more highly. Lucy has brought valuable experience and insight to our business. They have helped us consistently execute and has lighten the load for us at times when we were extremely busy. I am really appreciative of the support Fusion has given us.