Tooling
What is the best CRM for UK financial advisers?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is the best CRM for UK financial advisers?
Intelliflo, Plannr, Salesforce Financial Services Cloud and HubSpot (for lead-gen) dominate UK adviser stacks. Pick based on back-office integration, not marketing features.
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Leading options
- Intelliflo: back-office + CRM, dominant with networks
- Plannr: modern UX, growing with chartered planners
- Salesforce FSC: enterprise, heavy config
- HubSpot: best marketing/CRM for inbound lead-gen, used alongside back-office
Integration test
Can it pass consultation-booked and fee-signed events back to Meta/Google? If not, bolt on a middle layer (Zapier, n8n, Make).
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