End-to-End Advisory Firm Infrastructure:
From Client Acquisition to Scalable Operations
Empowering financial advisers by providing them with the tools and opportunities they need to grow their businesses.
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What We Do
Client Engagement Solutions for Financial Advisers
We help advice firms solve three critical challenges:• Predictable Client Acquisition: Fill your diary with qualified, high-intent meetings• Operational Efficiency: Automate processes, workflows, and client communications• Strategic Scaling: Growth playbooks from founders who’ve built £1B+ AUM firms
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How We’re Different
Client acquisition systems, operational efficiency tools, and scaling expertise – all built exclusively for financial advice firms.We help Advisers to focus on what they do best - seeing clients.✔ Institutional-Grade Lead Generation (80%+ show rates)
✔ Adviser-Specific Automation (Seamless with your tech stack)
✔ Proven Scaling Wisdom (From exited advice business founders)
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Who We Help
Designed for Advisers Who Want to Grow Efficiently and SustainablyFortis Connect is a great fit for Financial Advisers/Financial Advice Firms who:
• Are seeking to streamline client outreach and admin tasks
• Are focused on delivering high-touch service at scale
• Are looking to improve client engagement without expanding headcount
• Specialist advisers (e.g., pensions, retirement) needing tailored support to reach their niche audience
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How It Works
"Simple Process, Serious Results"
1. Deep Discovery
Consultation Call - we’ll discuss your firm’s:• Growth bottlenecks (e.g., lead consistency, capacity constraints)
• Ideal client profile
• Long-term vision (lifestyle practice vs. scaling for exit)Diagnostic Audit - our team reviews your:• Current lead sources/conversion rates
• Operational workflows
• Tech stack compatibility2. Strategic Alignment
We present:
• Priority Recommendations
• Tailored Solutions
• ROI Projections and Costings3. Seamless Implementation
Dedicated Integration Manager handles:
• Tech setup (e.g., CRM syncs, calendar integrations)
• Team training (30-minute onboarding)
• Compliance alignment4. Iterative Optimisation
• Monthly Strategy Reviews
• Adjust lead criteria as your ideal client evolves
• Scale automation as your AUM grows
• Prepare for next-phase challenges (e.g., M&A, succession)Always-On Support - direct access to:• Lead generation specialists
• Efficiency engineers
• Scaling consultants
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Our Services
Fortis Connect streamlines how you engage with clients—from first contact to ongoing relationship management. Our tailored telephony and automation services help you build trust, reduce admin, and keep your calendar filled with meaningful conversations—so you can focus on delivering great advice.
Products
Automation Systems
Our automation systems transform your firm's workflow by intelligently handling repetitive tasks while maintaining the personal touch your clients expect. We implement tailored sequences that:
Key Features:• Handle Routine Client Interactions
• Qualify Prospects Before Human Touch
• Maintain Relationships at Scale
• Optimise Back-Office Workflows
The Impact:
▸ Replace 1-2 FTEs worth of administrative work
▸ Add 15+ client-facing hours/month per adviser
▸ Improve compliance with audit-ready digital trails
Services
Lead Generation / Appointment Setting / Telephony Services
We fill your calendar with pre-qualified prospects looking for advice on pensions, investments, retirement, and inheritance tax. FCA-compliant callers represent your brand, reactivating databases, following up warm leads, and generating referrals from happy clients. No cold calling needed—just human-led conversations that build trust before the first meeting.
Key Features:• Live appointment setting with ready-to-convert prospects• Brand-consistent, FCA-compliant outbound calling• Reactivation of stale leads and systematic referral generation
Consultancy
Practice Growth Consultancy / NED Roles
Get hands-on support with growing your practice—from booking review meetings to converting referrals into appointments. We help chase client documents, gather feedback, and run surveys to enhance your service quality. Need something more bespoke? Our consulting and NED services adapt to your firm’s unique goals and challenges.
Key Features:• Support with business strategy, KPIs and planning• Mentorship and acting as a "sounding board" for ideas and strategic decisions• Bespoke consultancy and NED input tailored to your goals• Helping you to avoid any pitfalls which one would typically face in a scaling business
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Why Trust Us?
Backed by Industry Insiders Who Get It
Fortis Connect was founded by prior financial services professionals who have experience in being frustrated by the lack of quality lead options. Unlike generic agencies, we:• Speak your language (no jargon, just real solutions).• Prioritise compliance.• Measure everything (transparent reporting on ROI).
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What's the cost?
We run a number of different costing models based on the product/service needed:• Appointments are based on a "per held meeting" basis (pay for success) or a fixed daily/project rate
• AI automation systems are typically a monthly subscription with no long tie-in periods (30-day rolling)
• Consultancy is typically based on a fixed daily rate or by projectPlease book a call and we would love to discuss your requirements in more detail.
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Next Steps
"Ready to Transform Your Pipeline?"
Book a 15-Minute Strategy Call: Let’s discuss your growth goals.Try Us Risk-Free: See instant results for yourself in real-time!Scale with Confidence: Ramp up as you see results.
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Get In Touch
Fortis Connect Ltd © 2025 – All rights reserved. Fortis Connect Ltd is registered in England and Wales (Company No.13256943).
Fortis Connect Ltd helps to match private individuals and business with FCA regulated financial advisers and does not provide any financial advice as a company.