Save Time. Save Energy. Go Beyond.
Save Time. Save Energy. Go Beyond.
We help financial advisers deliver better outcomes for their clients by providing expert paraplanning, business intelligence, and operational efficiency solutions.
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Since the very start of my working life — both inside and outside of financial services — I've always found myself drawn to improving how things run. Whether I was piloting new processes or streamlining systems, I kept ending up in roles where the goal was the same: make things smoother, simpler, and more effective. And the truth is, I've found real joy in it.
That passion eventually led me to create Beyond.
After years of supporting advisers in-house, I saw how much time and energy gets lost to reporting, research, and admin — time that could be spent on the work that really matters. So I set out to offer something different: intelligent, reliable support that gives advisers space to do what only they can do.
Whether it's suitability and review reports, fund research, tool building or strategic operational help, Beyond is here to take the weight off your shoulders — so you can focus on your clients, your business, and the bigger picture.
We don't just deliver outputs — we give you back your time, energy, and headspace.
Save time. Save energy. Go Beyond.
Thanks for being here — I'd love to hear how we can support your journey.
Warmly,
Phil Williams
Founder, Beyond – Paraplanning & Intelligent Adviser Solutions
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Paraplanning and operational support to help you work smarter, not harder.
FCA-compliant reports tailored to your process. Delivered reliably, with no corner-cutting.
Ideal for: Advisers who want to reclaim 10+ hours weekly while maintaining compliance excellence
Streamline how you work behind the scenes. From workflows to file structure to templated emails — small changes that make a big difference.
From £495 per project
Ideal for: Firms preparing for growth, struggling with capacity, or looking to improve profit margins
A thinking partner to bounce ideas off, make operational decisions with, or help you find clarity in complexity.
£150/month or £400/quarter
Includes a monthly call + follow-up notes, with voice note/email access in between.
Ideal for: Self-employed advisers and practice owners who need experienced guidance without hiring a permanent operations manager
Polished, practical assets that save time — whether it's an interactive income and expenditure sheet, provider charges comparison calculator or whitelabelled FCA-compliant suitability letter templates.
From £75 per item
Ideal for: Advisers looking to improve client experience, conversion rates, and team efficiency
Your business. One trusted pair of hands. Zero bottlenecks.
£2,000/month (Limited to 3 advisers at any one time)
Not just a service — a true operational partnership.
Discounts available for multiple advisers in the same firm.
Working with Beyond is straightforward and designed to integrate seamlessly with your existing business processes. Here's how we work together:
We start by understanding your business, your advice process, and your specific needs. This helps us tailor our approach to complement your existing systems.
We'll set up secure channels for information sharing and establish clear communication protocols, ensuring a smooth working relationship from day one.
When you need our support, simply submit your request along with the relevant client information via e-mail.
We'll address your requirements to the highest standard, securely sending it back for your review within the agreed timeframe.
We welcome your feedback and will make any necessary adjustments to ensure the final deliverable meets your exact requirements.
If you're ready to save time, improve efficiency, and take your business Beyond, we'd love to hear from you. Reach out today to discuss how we can support your practice.
Contact via email for a callback
Email us to schedule a free 30-minute discovery call