Rose FP Solutions Ltd

07/11/2025

It's been a busy week for us here at Rose FP Solutions, and we're excited to announce that the second part of our service upgrade goes live today – our cost calculator.

We are firm believers in providing transparent, consistent pricing to our clients. It started with moving away from charging per hour to a per-task model, and today (after a bit of tweaking), the costs of all our services are available online to everyone. Whether you want to see how much processing an LOA for a new provider costs, or calculate the cost to onboard a whole family, you can now do that. As we want both current and future clients to understand our pricing, our calculator is available to everyone at the top of our website.

We hope you find this useful, and if you have any comments, questions, or feedback, please don't hesitate to let me know.

07/11/2025

I'm sure you've experienced providers claiming they never received your LOAs. It's incredibly infuriating to send something urgent, only for it to disappear into a black hole.

When I first started processing LOAs, this happened to me constantly. I'd send documentation, chase for a response, only to be told they had no record of receiving it. The frustration of having to resend everything and restart the clock was immense.

I can't prevent providers from claiming they never received something, but I can make sure I have proof that they did. That's why I built an LOA tracking system that logs every submission with timestamps and delivery confirmations.

This creates a clear audit trail should issues arise with providers. You have indisputable proof that documents were sent and received, which changes the conversation entirely when a provider claims otherwise.

Streamlining the LOA process is something I take seriously and work towards consistently.

Emma.

06/11/2025

Every adviser knows that data gathering can be a time-consuming task. You might spend hours sifting through policy documents to extract necessary policy data, but with Rose FP Solutions, there is a better way:

We've developed our own AI PDF extraction tool specifically designed to pull accurate policy data from PDF documents swiftly. But we don't stop there, I then personally review every piece of data and follow up with providers on any missing information. This process not only ensures speed but also guarantees that an experienced administrator oversees every detail.

How much time would you save by outsourcing your data gathering?

Emma.

14/04/2024

There has never been a better moment to evaluate the service you provide to your clients than right now, as we begin the new tax year.

The things you should be reviewing are:

- CRM/Systems and how you can get value for money
- Reviewing your processes and use of technology and recommending action plans inline with your business objectives
- Data Migration
- Data analasis
- Training staff of best practices and new processes

Making sure that your back office procedures offers value, efficiency and put the needs of your customers first.

27/01/2024

I’ve come to realise recently that I don’t often post much about me as a person and what I believe in. For my business, I feel this is important as your relationship will be with me.

I’m Emma, 35. Originally from Swindon, but moved to Bristol in 2020 during the height of lockdown. That was definetly an experience.

I live with my partner and we love to go hiking in Wales and I love to travel to different places and meet new people.

We also like to spend time with our friends and family, sometimes this involves travel up in the North of England, Swindon, Bath or London.

My hobbies are Sports, mainly football and boxing. My team is Arsenal, I’ve supported them since I was 14 after hoping a boy who I quite liked would like me back if I supported them and guess what it didn’t work 😂

What made me create my business? Well, I have been in the financial services industry since I was 16. Working at Zurich for 14 of those years, I learnt a lot and gained a lot of friends and contacts along the way.

I have since then worked for various different IFA firms in Bristol, Bath and Birmingham.

I just felt that often the admin role is so under appreciated within these big firms and when in those roles as an employee you don’t often get enough time or autonomy to make changes to make the experience for your clients better.

I’m very passionate about doing the best for the client and holding these providers accountable for their actions or inaction shall we say.

I’m determined to have every provider using Origo LOA process in the next few years to make it simpler for both you as the adviser and the client to receive a better service from them.

There we go, that was an essay. Feel free to pop me a message anytime or book in a meeting.

14/01/2024

Lovely day wandering around Bristol 🥶🥶🙂

14/01/2024

Love a Sunday morning preparation for the coming week, makes me feel so much better and can relax on a Sunday evening.

Contact me below for any upcoming admin requirements you may have, looking forward to a trip to London for Fundment conference and charity dinner 📈📤💻👩‍💻

07/12/2023

Work done until Tuesday yayyy! Off for a pre Christmas break up north, can’t wait 😍🎄🦮🐴🐱🍽️🍾🎇

24/08/2023

Calling all financial advisers! Do you struggle to balance client appointments, research, and mountains of paperwork? 📊💼

I understand your pain points, and I'm here to tell you that there's a solution: Outsource your administrative tasks to an experienced administrator. Here's how it can help:

✅ Time Liberation - Outsourcing frees up your time, allowing you to focus on providing valuable financial advice and building client relationships. 🕒📈

💰 Cost-Efficiency: Tired of the overhead costs that come with hiring full-time staff? Outsourcing saves you money by eliminating unnecessary expenses and providing services tailored to your needs. 💸📉

🔑 Expert Support: An expert administrator brings precision and industry expertise to your administrative tasks, ensuring accuracy and compliance. Your clients will notice the difference. 📋✅

Don't let administrative tasks hold you back from reaching your full potential. Let's chat about how outsourcing can streamline your workflow and give you the freedom to do what you do best. Drop me a message to explore the possibilities! 🚀📞

This initial call will be to introduce ourselves, to talk about our history and discuss the services you require.No agencies please, Thank you.

30/06/2023

⏰ Tick Tock⏰ Only 30 Days Left Until the Consumer Duty Deadline! What do you need? 📅

1️⃣ Educate & Empower: Empower yourself and your team by taking use of these valuable days to familiarise yourselves with the Consumer Duty rules. Arm yourself with knowledge, comprehend the conditions, and maintain an advantage.

2️⃣ Assess & Adapt: Carefully examine your practises and procedures. Are they in accordance with the new rules? To verify compliance, find any gaps and make the required corrections. It's time to optimise your business processes!

3️⃣ Communicate & Reassure: Proactively reach out, explain the changes, and assure them of your commitment to their best interests. Build trust by showcasing your dedication to transparency and consumer protection.

4️⃣ Document & Demonstrate: Maintain meticulous records of client interactions, recommendations, and logic. Be ready to showcase your thorough approach, proving that you've considered their needs, objectives, and risk tolerance.

5️⃣ Innovate & Differentiate: Embrace the Consumer Duty as an opportunity to innovate and set yourself apart from the competition. Deliver great value and service to your clients by going above and beyond the call of duty.

6️⃣ Collaborate & Learn: Engage with fellow IFA's and industry experts to exchange insights, share experiences, and learn from each other's perspectives. Together, we can navigate the changes and elevate the entire profession.

⌛️ Time is running out, but you still have 30 days to ensure you're fully prepared for the Consumer Duty. Embrace the challenge, seize the opportunity, and show your commitment to client-centric excellence. Let's make a positive impact together! 💪🔥

27/06/2023

Attention IFA's! 🌟

When global events surge, managing your workload becomes crucial. Prioritse effectively by:

1️⃣ Identifying urgent tasks
2️⃣ Delegating non-essential work
3️⃣ Communicating with clients proactively,
4️⃣ Utilising technology to streamline processes.

Stay resilient, focused, and make the most of these challenging times!

effectively by:

1️⃣ Identifying urgent tasks
2️⃣ Delegating non-essential work
3️⃣ Communicating with clients proactively,
4️⃣ Utilising technology to streamline processes.

Stay resilient, focused, and make the most of these challenging times!