Helping financial advice firms build better businesses
Fusion Business Management is a specialist outsourced practice management and operational support company helping financial planning firms operate more efficiently, stay compliant and create capacity for sustainable growth.
Experienced business operational support, built around adviser-led firms
Founded in 2021 by Lucy Myall, Fusion was created to give adviser firms access to experienced business operational support without the cost and commitment of employing a full-time member of the senior management team.
Today, Fusion works with financial advice businesses across the UK, delivering tailored support that helps firms improve processes, strengthen client service, increase profitability and create capacity for the future.
The work is practical, collaborative and focused on measurable improvement — helping firms run better day to day, not just create plans that sit on paper.
UK
Financial Advice Firms
We become an extension of the business…
Financial services experience
Support shaped by the reality of financial planning firms, compliance demands and adviser-led teams.
Personal and collaborative
A close working relationship with clear communication and practical follow-through.
Practical improvement
Recommendations are turned into actions and better ways of working.
Flexible support
Support can flex around the firm, from focused projects through to regular monthly retainers, depending on what the business needs most.
Operational support for the areas that keep a financial planning firm moving
Operations
Level-10 meetings, quarterly and annual business planning, MI reviews, roles & responsibilities, service reviews and team standards.
Process
Process reviews, back-office implementation, documentation updates, SLAs and workflow improvements.
Compliance Coordination
FCA user checks, PI, RegData and Financial Services Register support, file review coordination and compliance task follow-through.
HR & Team Support
Recruitment support, team meetings, 1:1s, training plans, holiday/sickness coordination, exit interviews and salary banding support.
Finance Admin
Draft invoices, check fees have been received and prepare the right documents or information for accountants.
Marketing & IT Coordination
Client communications, newsletters, website updates and coordination with outsourced marketing, IT and provider teams.
Recognised for operational excellence
Since Fusion was established, the business and Lucy have earned multiple industry award nominations, reflecting the team’s commitment to high standards and professional service across the financial advice sector.
Practical, hands-on support from people who understand how adviser businesses work
Lucy Myall
Founding DirectorLucy founded Fusion in 2021 with a clear vision: to give financial advisers and planning firms access to experienced business operational support without the commitment of building a senior internal management team. With deep experience in financial services, Lucy understands the pressures adviser-led firms face and helps business owners create stronger foundations, clearer priorities and more consistent ways of working.
Paul Myall
Managing DirectorPaul brings a practical, structured approach to business operations, shaped by his background in engineering operations and project management. Since moving into financial services, he has worked closely with financial planning firms to improve systems, processes and accountability, with a particular focus on using technology, coordinating projects and turning ideas into clear actions that make the business easier to run.