Best CRM for Financial Advisers UK (2025 Guide)

In today’s fast-paced advice market, time is the one thing advisers can’t afford to waste. The right CRM system can mean the difference between treading water vs growing your business and revenue. But with so many options out there, which CRM is truly best for UK financial advisers in 2025?

This guide breaks down what to look for, how popular systems compare, and why many advisers are now exploring new, modern alternatives.

Why a CRM Matters for Advisers

• Keep track of every client and lead in one place

• Automate routine admin (reminders, tasks, compliance notes)

• Improve client experience with smoother communication

• Free up time to focus on advice and growth

Features Every Adviser CRM Should Have

• Lead & Client Management – track from enquiry to ongoing review

• Customisable Pipelines – adapt to your advice process

• Task & Workflow Automation – reduce manual chasing

• Secure Client Portal – share documents, valuations, and messages securely

• Regulatory Support – audit trails, notes, data security

CRM Options for Advisers in the UK

• Intelliflo – established, broad functionality, but can feel complex and dated

• IRESS Xplan – powerful, enterprise-scale, but often overkill for smaller firms

• Glimzer (emerging) – modern, intuitive, built with advisers’ workflows in mind

How to Choose the Right CRM

• Match features to your firm size and processes

• Balance cost vs time savings

• Check support, training, and data migration ease

• Think about your future needs (scalability, client experience, integrations)

Choosing the best CRM for financial advisers in the UK isn’t just about ticking boxes. It’s about finding software that saves you time, simplifies compliance, and enhances client relationships. Whether you’re reviewing a legacy system or exploring new options like Glimzer, 2025 is the year to make technology work harder for your practice.