A fixed price for every task
You see the price in the portal before you send the task. No hourly rates.
NewService from 21st December
Admin service built only for directly authorised firms
Keep your cases moving without chasing providers yourself, for a fixed price per task. See how, with real case costs, in a 45-minute live demo.
- When
- Wednesday 2nd December, 12:30pm
- Where
- Online, on Google Meet
- Hosts
- Emma New and Haydn Weatherill
Form not showing? Book on cal.com.
A new way for DA firms to handle their admin
On 21st December, our brand-new service, designed specifically for directly authorised firms, goes live. You raise a task in our portal, see its fixed price before you send it, and we do the work. Our own automation handles everything it can, and Emma, our expert administrator, picks up the rest: the calls to providers, anything not yet automated and any issues to resolve. The demo on 2nd December is the first look.
We chase the providers
By phone, so nobody at your firm has to sit on hold or send another reminder.
People behind every task
Not just machines: an experienced administrator oversees your work and checks every task before it's marked complete.
Our in-house data gathering tool
We use our own system to pull the figures from providers' policy documents for you, at no extra cost.
Every case in one portal
Raise work, follow each case as it moves and see when it's done.
One monthly invoice
One itemised invoice on the 21st of each month, for the work you've raised since the last one.
Financial adviser
“After months of using Rose FP, it's clear that their attention to detail and professional standards are in a league of their own.”
Mortgage broker
“Everyone needs an Emma New in their pocket.”
Financial planner
“RFP are fantastic, and the quality of work is exceptional.”
Financial adviser
“Emma has a thorough understanding of even the most complicated cases, and isn't afraid to ask questions when needed.”
Financial planner
“I've had a great experience working with Emma and I would highly recommend Rose FP!”
Financial planner
“The work completed has been of the highest standard, and she has really aided my company to focus on client service.”
Financial adviser
“A flawless service that I highly recommend.”
Chartered financial planner
“Emma is proficient with so many different platforms and systems, which really takes the admin weight off our shoulders and allows us to spend more time seeing clients.”
Financial planner
“I have full knowledge that the behind-the-scenes admin is being completed in a compliant and time-efficient manner.”
Mortgage broker
“When you work in the mortgage industry, placing your trust in a new relationship is quite daunting. Emma quashed all of this from the very start.”
Chartered financial planner
“Emma is accurate, thorough and quick, and an all-round pleasure to work with.”
Financial planner
“Superb assistance, would highly recommend.”
Financial planner
“I have been using Rose FP for a number of months and can't recommend them highly enough.”
Financial adviser
“I am extremely pleased with RFP's work.”
Financial planner
“RFP provides an excellent service. She is diligent in everything she does, and is also happy to speak up and suggest improvements where necessary.”
Mortgage broker
“Emma has been, and continues to be, a key part of my business, albeit as a third party.”
Chartered financial planner
“I have been working with Emma for some time now and have been so impressed with her efficiency and overall client service.”
Financial planner
“RFP is a pleasure to work with.”
Mortgage broker
“Emma picked up the process I asked her to follow simply and professionally, and even suggests ways she can give me time back in my diary.”
Financial adviser
“A thorough professional, and I couldn't recommend her enough.”
Financial planner
“Would highly recommend to advice firms looking to outsource their financial planning admin.”
Financial adviser
“RFP is fantastic.”
Mortgage broker
“Highly recommend her, but not too much, as I would quite like to keep her all to myself.”
What you'll see in 45 minutes
- How you raise work in the portal and see the quote first.
- Real case costs, task by task.
- How providers are chased and how every task is checked.
- Your questions, answered live.
Your hosts
Emma NewFounder
Haydn WeatherillCo-Owner and CTO
Online, on Google Meet. You'll get the link when you book.
Book your place on 2nd DecemberCompleteRaised 17 Oct
Harriet & Tom Ellison
- Send LOAs to providers
- Chase outstanding LOAs
- Collect ceding scheme information
- Complete AML and ID checks
Latest note
All four providers have replied. Checked by RFP.
CompleteRaised 14 Oct
Daniel & Aisha Rahman
- Collect documents
- Submit to lender
- Track valuation
- Confirm offer issued
Latest note
Offer issued on 22 Oct. Broker updated.
Sample cases in the portal. Names are made up.
Who's behind RFP?
Emma started the business as Rose FP Solutions after 20 years in financial planning, giving advisers admin support on a traditional retainer. Haydn came on board to help turn Emma's dream into a reality, and runs the infrastructure behind the scenes: the portal, the automation that does the routine work, and the systems that keep your cases moving. The demo on 2nd December is the first look at the new service.
Why only directly authorised firms?
Unlike firms in a network, DA firms are in full control of their own processes, so we can bring the latest technology and techniques into your work much faster. In our experience, they're also forward-thinking and open to change, which makes them a natural fit for RFP. That's why we built RFP only for them.
Will my costs be predictable?
Yes. Every task has a fixed price, shown in the portal before you send it, so you know what each piece of work costs up front. In the demo, we'll show you our pricing calculator, so you can work out a typical month before you sign up.
Who actually does the work?
Our own automation does the work wherever it can. Emma, our expert administrator, picks up everything else: tasks that aren't automated yet, anything that needs a conversation with a provider, and any issues to resolve. A person checks every task before it's marked complete.
What services do you offer?
Thirteen services, each with a fixed price per case:
- Annual Reviews
- New Business
- Switch (Investments & Pensions)
- Top Up
- Bed & ISA
- Fund Switch
- Withdrawal
- Transfer of Servicing
- Mortgage Pre Application
- Mortgage Post Application
- Protection Application
- LOA & Data Gathering
- New Client Onboarding
Are you paraplanners?
We're not paraplanners. We can prepare the suitability report, as long as you give us the information it needs. The advice and recommendations are always yours.
What is data gathering, and what does it cost?
Data gathering means pulling the figures out of the policy documents providers send, usually as PDFs. Once we have everything from the providers, each case takes us about 15 minutes with the data gathering tool we built. Specialist data gathering tools are sold as products in their own right; with us, it's included at no extra cost.
Can I sign up before the demo?
Yes. If you've already decided, you can create your portal login now. The demo is still worth joining: it walks you through raising your first task.
What happens after I book?
You'll get an email with the Google Meet link straight away. Join on Wednesday 2nd December at 12:30pm; the demo lasts 45 minutes.
Questions before the demo?
Message us on WhatsApp or email Emma.