Insights & Guides for UK Financial Advisers

Featured

Glimzer, the CRM for UK financial advisers, selected for the SPARK accelerator at MediaCity in Greater Manchester

News

Glimzer selected for the SPARK accelerator at MediaCity

Glimzer, the CRM and practice management platform for UK financial advice firms, has been selected for the SPARK accelerator at MediaCity.

24 June 2026

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News

Glimzer Showcases at the Financial Regulation Innovation Lab Innovation Call

Glimzer presented at the Financial Regulation Innovation Lab Innovation Call, sharing our approach to modern advice infrastructure for regulated firms.

30 January 2026

Financial advice firm director preparing a Consumer Duty board report at his laptop

Insight

The Consumer Duty board report 2026 deadline is weeks away. What to have ready.

The Consumer Duty board report 2026 deadline is 31 July. What the FCA now expects, and why year-round data capture beats the July scramble.

12 June 2026

Financial adviser reviewing client suitability documents at a desk, illustrating the FCA simplified advice proposals

Regulation

What the FCA's simplified advice proposals mean for your firm

The FCA's simplified advice proposals (CP26/10) could change annual reviews and suitability rules. Here's what's proposed and how to prepare your firm.

3 June 2026

UK financial adviser reviewing client files, illustrating CP26/10 ongoing advice services changes

Regulation

The Annual Suitability Review Is On Its Way Out (CP26/10)

CP26/10 proposes replacing the annual suitability review with periodic reviews based on client needs. Here's what UK advice firms should do to prepare.

8 May 2026

News

Glimzer x Sprint Enterprise: a live data feed for UK financial advice firms

Glimzer and Sprint Enterprise are connected by a live data feed via the FINIO data hub, giving UK advice firms an up-to-date view of client valuations.

28 April 2026

Regulation

The FCA Thinks Your Clients Are Getting Advice from ChatGPT

The FCA's 2026 Perimeter Report flags consumers using AI for financial guidance. What this means for advisers and the growing advice gap.

15 April 2026

Regulation

FCA Targeted Support Is Live: What It Means for Your Firm

The FCA's targeted support regime launched on 6 April 2026. We break down what it is, why it matters, and what advice firms should be thinking about.

9 April 2026

Regulation

FCA CP26/10 Explained: Simpler Advice Rules for Your Firm

The FCA's simplifying advice rules in 2026. Here's what CP26/10 changes for your firm, what stays the same, and how to get ready for the final rules.

31 March 2026

Product

Your inbox is full of client data. Here's how to stop losing it.

Most advisers manage client correspondence in email. Getting it into your CRM shouldn't take five steps. Here's why it matters and what to do about it.

23 March 2026

Insight

Why IFA Firms Lose Track of Introducers, and What It Costs Them

Introducer relationships drive revenue for many IFA firms, but most CRMs make tracking them harder than it should be.

9 March 2026

Product

How Temperature Scoring Stops Opportunities Falling Through the Cracks

Glimzer's temperature scoring gives advice firms clear visibility of which pipeline opportunities need attention, so nothing goes cold unnoticed.

24 February 2026

Insight

Why Most IFA Pipeline Management Still Lives in Spreadsheets, and What It Costs You

IFA firms lose revenue when pipeline management relies on spreadsheets. Here's how structured sales processes help advisers follow up better and grow income.

16 February 2026

News

Glimzer Selected for the Financial Regulation Innovation Lab (FRIL) Innovation Call

Glimzer has been selected for the Financial Regulation Innovation Lab (FRIL) Innovation Call on the future of wealth advice in the UK.

19 November 2025

Insight

How to Choose the Right CRM for Your Financial Advice Firm

A practical framework for evaluating CRM options as a UK financial advice firm, covering features, compliance, data security, and team adoption.

22 October 2025

Insight

How to Become Directly Authorised by the FCA: A Step-by-Step Guide

A practical guide for advisers considering direct authorisation by the FCA, covering the process, costs, benefits, and challenges.

24 August 2025

Insight

10 Proven Lead Generation Strategies for Financial Advisers

The most effective ways to find new clients in 2025, from LinkedIn to local partnerships and CRM-powered follow-up.

10 August 2025

Insight

Best CRM for Financial Advisers in the UK: A 2026 Guide

What to look for in a CRM built for UK financial advice firms in 2026 — growth visibility, pipeline, FCA compliance and honest comparison pointers.

3 August 2025

Insight

How to Streamline Annual Client Reviews in Your Advice Practice

Practical approaches to managing annual client reviews efficiently, from scheduling and preparation to record-keeping and follow-through.

17 July 2025

Insight

Pipeline Management Best Practices for Financial Advisers

Practical advice on structuring and managing your sales pipeline as a UK financial adviser, from stage design to follow-up discipline.

5 June 2025

Insight

How Generic CRMs Fail Financial Advisers

Generic CRM platforms weren't built for regulated advice. Here's why that matters and what to look for instead.

24 April 2025

Insight

Scaling Your Financial Advice Firm Beyond Spreadsheets

Why spreadsheets hold advice firms back and what to look for when moving to a dedicated system for pipeline and client management.

12 March 2025

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