Wedothework.
Ningi isn't just a platform. It's a partnership — specialist services powered by AI that take real work off your plate so you can focus on what matters.
For every £1 spent on software, £6 is spent on services.
The Thesis
Services are the new software.
The best technology in the world means nothing if nobody helps you use it. The future isn't better tools — it's better outcomes. We don't care whether we solve your problem with software, AI, or a specialist on the phone. We care that it gets solved.
The evolution of knowledge work
Every profession follows the same arc. What starts as groundbreaking research eventually becomes structured process. Structured process becomes outsourceable. And if you can outsource it, you can automate it.
Financial planning is at an inflection point. Compliance, paraplanning, investment research, platform management — these are all moving down the curve. The firms that get ahead are the ones that embrace it now.
Research
Groundbreaking, high-concept knowledge work
Process
Structured, teachable, still knowledge-intensive
Outsource
Repeatable enough to delegate to specialists
Automate← We're here
If you can outsource it, you can automate it
"The next legendary company will be a software company masquerading as a services firm. If you sell the tool, you race against the model. If you sell the work, every AI improvement makes your service faster, cheaper, and harder to compete with."
Sequoia Capital — Services: The New Software
What We Offer
Specialist services, on tap.
Every service is backed by the Ningi platform and delivered by people who live and breathe financial planning.
Implementation & Automation
Run your platform. Configure your AI. Build your workflows.
You bought the software — but who configures it, builds your templates, designs your processes, and keeps everything evolving as AI capabilities land? That used to mean hiring someone to manage your tech vendors. We think that's an anti-pattern. Let us embed in your business and do it properly.
Paraplanning & Compliance
Expert case checking with a 72-hour turnaround guarantee.
Suitability reports, case checking, review packs, admin support, and FCA returns — handled by experienced paraplanners with over 50 years of combined expertise. Every report is double-checked before delivery.
Investment Research & CIP
Centralised investment propositions built by specialists.
Full lifecycle CIP and CRP construction — from discovery and investment philosophy through to platform due diligence and Consumer Duty alignment. Research-led, regulator-ready, with a complete audit trail.
Recruitment & M&A
Strategic support for the decisions you make once.
Selling your business, acquiring a firm, or hiring key people — these aren't things you do often. You need to be around someone who does it all the time. Our specialist partners bring deep networks and hands-on experience across financial services recruitment and M&A.
Custom Projects & Digital
When you need something built, launched, or reimagined.
Digital advice propositions, brand conception, marketing campaigns, custom tech projects, product launches — whatever the opportunity, we can help you build it. From concept through to delivery.
Your platform, properly configured.
Most firms buy software and then spend months trying to make it work. Templates sit empty. Workflows stay manual. AI features go unused. The gap between buying technology and getting value from it is enormous — and it is getting wider as the pace of innovation accelerates.
The anti-pattern
A growing number of financial planning firms are hiring or appointing someone specifically to manage their technology vendors. A full-time role dedicated to configuring software, chasing support tickets, and trying to keep up with product updates.
We think that is backwards. You should not need to hire internally to get value from your software. That is literally our job. We built it. We know it inside out. Let us run it for you.
How it works
Discovery
We map your existing advice process end-to-end — every workflow, handoff, bottleneck, and manual step. We interview your team. We understand how your firm actually operates, not how it looks on paper.
Design
We redesign your processes for the platform — eliminating unnecessary steps, automating handoffs, and building workflows that match how your team thinks. Every template, every trigger, every notification configured to your brand and your way of working.
Automate
AI capabilities are landing every week. We stay on top of what is new, test it against your workflows, and roll automation into your firm as soon as it is stable. Document generation, compliance checks, client comms, data entry — if it can be automated, we automate it.
Manage
This is not a one-off project. On an ongoing retainer, we manage your platform like it is our own — monitoring adoption, refining workflows, configuring new features, training your team, and feeding insights back to our product team so the platform gets better for everyone.
This is not customer support.
Standard customer support answers tickets. It is reactive, surface-level, and limited to what is in the knowledge base. What we are talking about is fundamentally different — a dedicated implementation partner who understands your business, proactively manages your platform, and takes ownership of your technology outcomes.
1 day
per week, embedded in your firm
Weekly
AI and automation updates rolled in
Direct
line to the product team
Compliance that keeps pace with regulation.
The compliance burden on financial advisers has never been heavier. Consumer Duty has raised the bar on documentation, evidence, and ongoing monitoring. Meanwhile, experienced paraplanners are expensive, in short supply, and essential to keeping advice flowing. Our specialist compliance partners handle all of it.
The Double Lock Process
You submit the case
Documents, fact find, recommendation
First paraplanner reviews
Full compliance and quality check
Second paraplanner verifies
Independent review before delivery
Delivered to you
Quality-assured, ready to use
0%
next working day
72hr
turnaround guarantee
0+
years combined experience
5+
networks supported
Full service range
Suitability Reports
Personalised reports tailored to each client, their objectives, and your firm. Not generic templates — proper suitability documentation that reflects the advice you have given.
Case Checking
Thorough review of case quality against regulatory standards and your compliance framework. Every case gets the Double Lock — reviewed by a second paraplanner before it comes back to you.
Review Packs
Streamlined annual review documentation that supports your ongoing advice process. Consistent, comprehensive, and ready for the client meeting.
Admin Support
Back-office support that frees your team from the administrative burden — income reconciliation, policy maintenance, and the operational tasks that consume hours every week.
Product Analysis
Detailed analysis of existing client products — advantages, disadvantages, and comparative assessments that strengthen your advice and evidence your recommendations.
FCA Returns
Assistance with FCA regulatory returns and firm-level compliance documentation. One less thing for you to worry about when deadlines are approaching.
The firms that outsource compliance effectively are not cutting corners — they are buying back time for advice. Every hour your adviser spends on paperwork is an hour they are not spending with a client.
Investment propositions built on research, not templates.
A Centralised Investment Proposition is not a document you download and fill in. It is a rigorous, research-led framework that defines how your firm selects, governs, and monitors investments — and it needs to stand up to regulatory scrutiny.
Consumer Duty
The FCA now strongly expects a well-structured CIP. Firms must demonstrate consistent good outcomes, value for money, and clear governance across their investment recommendations.
FCA TR24/1 Findings
The FCA found that firms with documented Centralised Retirement Propositions deliver more consistent decumulation advice. Smaller and mid-sized firms increasingly need specialist support to meet this standard.
Platform Justification (PROD)
Under the Product Governance rules, firms must evidence why their chosen platforms deliver positive client outcomes. This requires documented due diligence, not assumption.
Three-Stage Engagement
Stage 1
Discovery & Current-State Review
- Initial discovery meeting — investment philosophy, client segmentation, risk profiling, platform usage
- Documentation review — existing CIP/CRP documents, suitability reports, platform docs, governance processes
- Process mapping — advice process, platform workflow, investment selection framework, decision trail, compliance gaps
Stage 2
Research & Framework Design
- Investment philosophy development — beliefs definition, portfolio construction logic, risk tolerance, outcome alignment
- Asset allocation framework — portfolio structure, strategic allocation, diversification strategy
- Platform due diligence and justification — capabilities assessment, cost/value analysis, PROD alignment
- Consumer Duty value framework — value-for-money methodology, outcome evaluation, target market alignment
Stage 3
CIP Documentation
- Full CIP document drafting — philosophy statement, allocation framework, platform rationale, governance, Consumer Duty evidence
- Review and refinement workshop with your advisers — feedback, compliance walkthrough, adjustments
- Final documentation — governance framework, monitoring and review process, sign-off, handover notes
Total Engagement
40-50
hours
5-6
days
£1.8-2.5k
total cost
Day rate: £350-400/day (7.5 hour day). Case-specific technical research also available at £180-200 per case.
What You Receive
- Investment Philosophy and Beliefs
- Suitability and Risk Profiling Process
- Recommended Strategies with Due Diligence Rationale
- Platform and Tool Selection Justification
- Governance, Monitoring and Review Framework
- Evidence of Value for Money and Consumer Duty Alignment
- Full research evidence with complete audit trail
Strategic decisions deserve specialist partners.
Selling your business. Acquiring a firm. Hiring a key adviser. These are not things you do every month. Some of them you do once in a career. The stakes are high, the decisions are complex, and the cost of getting it wrong is measured in years, not weeks.
Why networks matter
In recruitment and M&A, the best outcomes come from deep, established networks — not cold outreach. You want to be around someone who does this all the time, who knows who is looking, who is selling, who is hiring, and what the market is actually doing.
Our specialist partners operate at the centre of the financial planning market. They are having these conversations every day. When you need to make one of these high-stakes decisions, you get access to that network and that experience immediately.
Capabilities
Recruitment
Finding the right people for financial planning firms is not a job board exercise. It requires deep networks, an understanding of the profession, and the ability to assess both technical competence and cultural fit. We work with specialist recruiters who live and breathe financial services — people who know the market, know the candidates, and know what actually makes a hire work long-term.
- Adviser recruitment and succession hiring
- Paraplanner and technical specialist roles
- Operations, compliance, and support staff
- Senior leadership and management positions
Mergers & Acquisitions
Whether you are buying, selling, or merging, M&A in financial services is deeply relational and technically complex. Valuations depend on recurring revenue models, regulatory standing, client retention assumptions, and the cultural fit between firms. Our partners bring hands-on experience structuring deals across the advice sector.
- Business valuation and market assessment
- Deal structuring and negotiation support
- Due diligence and regulatory considerations
- Integration planning and execution
Exit Planning
A good exit takes years of preparation, not weeks. Maximising the value of your business means getting your operations, client book, compliance record, and technology stack into the best possible shape long before a buyer appears. We help you plan that journey and execute against it methodically.
- Business readiness assessment
- Value maximisation strategy
- Operational and compliance preparation
- Buyer identification and introduction
Strategic Growth
Not every growth opportunity is an acquisition. Sometimes it is a new market segment, a different client proposition, a partnership, or a structural change that unlocks capacity. We provide consulting support grounded in the reality of running an advice firm — not theoretical frameworks from people who have never sat in a compliance review.
- Growth strategy and market positioning
- Partnership and joint venture structuring
- Client proposition development
- Operational scaling and efficiency
The difference between a good hire and a bad hire is not just salary. It is the 6-12 months of lost productivity, client disruption, and cultural damage that comes with getting it wrong. The same is true for acquisitions. These decisions deserve people who do them professionally, not as a side project.
Your opportunities, realised.
Not everything fits in a box. Sometimes you have an idea, an opportunity, or a challenge that needs someone to roll up their sleeves and help you build something. That is where we get excited. We care about your problems, but we also care about the things that make you excited about the future of your firm.
Digital Advice Propositions
The industry is moving towards digital-first advice for certain client segments. Designing a digital proposition is not just a tech project — it requires regulatory consideration, client journey design, advice process architecture, and a deep understanding of what can be automated and what still needs a human. We have been thinking about this for years and can help you get there.
Brand Strategy & Identity
Your brand is how clients and prospects experience your firm before they ever speak to an adviser. For firms that are growing, acquiring, or repositioning, getting the brand right matters. We design brand identities that feel premium and authentic — logos, colour systems, typography, tone of voice, and the full set of collateral that brings it to life.
Marketing & Content
Most financial planning firms know they should be doing more marketing but do not know where to start or do not have the capacity. We create campaigns, content strategies, email sequences, social media presence, and lead generation systems that actually work — built on an understanding of how advisers attract and convert clients.
Custom Technology
Sometimes the thing you need does not exist yet. A bespoke calculator, a client-facing tool, an integration between two systems, a data migration, a custom reporting dashboard. We have the technical capability to build it, and the domain knowledge to build it right — so it actually works for an advice firm, not just in theory.
From concept to delivery
The best ideas in financial planning often stall because firms do not have the execution capability. The adviser has the vision and the client relationships. What they lack is the design, technology, marketing, and project management muscle to make it real.
That is the gap we fill. We bring together design, technology, and domain expertise to take your idea from a conversation to a live product or service — properly built, properly branded, and ready for clients.
Recent examples
- Digital onboarding journeys for new clients
- Complete brand and website redesign for growing firms
- Bespoke financial calculators and client-facing tools
- AI-powered content and marketing campaigns
- Data migration and platform integration projects
One platform. AI everywhere. Experts on tap.
The model is simple — a technology foundation that gets smarter every week, with specialist services layered on top for the work that still needs a human.
Platform
Your single system of record
Everything starts with the Ningi platform — your data, your processes, your workflows, all in one place. A single source of truth that makes everything else possible.
AI
Automation that compounds
AI woven through every layer — automating compliance checks, generating documents, processing data, surfacing insights. Every week it does more. Every month the cost comes down.
Expertise
Human judgement where it matters
Specialist knowledge that can't be automated yet — investment research, compliance judgement, strategic advice, recruitment networks. AI handles the intelligence. Experts handle the judgement.
0%
of compliance cases returned next working day
0+
years combined paraplanning experience
0-6
days for a full CIP construction
Stop hiring people to manage your tech vendors.
More and more firms are appointing someone to be in charge of their technology stack. We think that's an anti-pattern. You shouldn't need to hire internally to get value from your software. That's our job.
We care about your problems. Not how we solve them.
Let's talk about your firm
What's the problem you want solved?
Tell us where the pain is. We'll figure out the best way to fix it — software, services, or both.
No commitment · No hard sell · Just an honest conversation
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