CRM for financial advisers in the UK
A modern CRM built specifically for UK regulated financial advice firms. Manage your pipeline, client servicing, and compliance workflows in one place.
Most CRMs are designed for generic sales teams and force financial advisers to work around features that don't fit. UK advice firms need a system that understands regulated advice processes, from initial fact-finding through to ongoing client servicing and compliance record-keeping. Glimzer is purpose-built for this workflow.
Built for how advice firms actually work
Everything you need to manage prospects, clients, and compliance in one system.
Pipeline management
Track prospects from first contact through to converted client with full visibility across your firm.
Client servicing
Manage ongoing advice relationships with structured workflows for reviews, communications, and record-keeping.
Compliance workflows
Built-in audit trails, document versioning, and time-stamped records to support FCA compliance.
Task and reminder management
Set follow-up tasks with due dates and automated reminders so nothing falls through the cracks.
Team visibility
See what's happening across the firm. Managers get oversight without micromanaging.
Configurable stages
Customise pipeline stages and workflows to match how your firm operates.
Why UK advice firms choose Glimzer
Designed for the realities of running a regulated advice business.
Product overview
See the full Glimzer platform and how it fits together.
Pipeline
Track prospects from first contact to converted client.
Security & compliance
How we protect your data and support regulatory requirements.
Client servicing & reviews
Manage ongoing clients, annual reviews, and compliance records.
Frequently asked questions
What types of firms use Glimzer?
Glimzer is used by IFA firms, wealth management practices, and financial planning businesses across the UK. It works well for firms of all sizes, from sole practitioners to multi-adviser practices.
How does Glimzer help with FCA compliance?
Glimzer provides complete audit trails for all user actions, document version control, time-stamped records, and secure communication logging. These features are designed to support the record-keeping requirements that FCA-regulated firms need to meet.
Where is my data hosted?
All data is stored in UK-based data centres with appropriate security certifications. We do not transfer data outside the UK unless explicitly required and agreed. Data is encrypted at rest and in transit.
What does onboarding look like?
We provide dedicated onboarding support to help you set up your account, configure your pipeline stages, and import existing data. Your team will have access to training and ongoing support to get the most out of Glimzer.
Can I switch from my existing CRM?
Yes. We support data migration from other CRM systems and will work with you to ensure a smooth transition. You can export your data from Glimzer at any time in standard formats.
Ready to see Glimzer in action?
Book a demo and we'll walk you through how Glimzer works for UK financial advice firms.