Best CRM for Financial Advisers UK (2026)
The top adviser CRMs for UK IFAs - fact-finds, compliance and client reviews - plus the engine that wins new clients.
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Last updated: June 2026 · Written by the CRMReviews team
For a financial adviser, the CRM has to do two demanding jobs: manage clients through a heavily regulated process - fact-finds, compliance, reviews and an audit trail - and bring new clients in. This guide ranks the best CRMs for UK financial advisers in 2026, including the adviser-specific practice systems, and shows how to keep your pipeline full.
Key takeaways
- Adviser CRMs handle fact-finds, case tracking, client reviews and an FCA audit trail.
- Plannr, 360 Lifecycle and CURO lead the UK adviser CRM market.
- Compliance needs an immutable audit trail of every client communication.
- AdvisoryAI automates admin from meeting notes to compliance checks.
- For new-client marketing - enquiries, nurture, reviews - a platform like GoHighLevel adds the growth layer.
What financial advisers need
- Fact-find & onboarding - capture enquiries, complete fact-finds and collect documents.
- Case tracking - manage advice and mortgage cases through to completion.
- Automated reviews - schedule and run required client review processes.
- Compliance & audit trail - an immutable record of every communication.
- Integrations - with the platforms and tools you already use.
- Lead generation - the marketing side most adviser tools handle lightly.
The best adviser CRMs for the UK
1 Plannr - best modern UK adviser CRM
A modern back-office and CRM built for advisers who want clean UX, fast onboarding and mobile-first operations, syncing adviser, paraplanner and client records in real time, with strong goal-based planning workflows and an open integration ecosystem.
2 360 Lifecycle - best end-to-end practice management
An end-to-end practice management system for IFAs and mortgage/insurance brokers, with task management, MI and reporting, marketing, TCF questionnaires and accounts.
3 CURO - best enterprise on Microsoft
An enterprise practice-management solution on the Microsoft Power Platform and Dataverse, with native integration to Excel, Word, Outlook and Teams.
4 AdvisoryAI - best for admin automation
AI financial-planning software that automates admin from client meeting notes to compliance checks - a strong companion to a core CRM.
5 GoHighLevel - best for new-client marketing
Where adviser CRMs run the regulated process, GoHighLevel widens the funnel: landing pages and forms to capture enquiries, automated follow-up, booking for review meetings, and review/referral automation. The pick for firms focused on growth. See our review.
The gap: filling the pipeline
Adviser practice software manages your existing clients and compliance; growth depends on the clients you don't yet have. Capturing enquiries fast, following up consistently, and turning happy clients into referrals are what fill the pipeline - and a marketing-led platform like GoHighLevel targets exactly that, alongside a compliant adviser CRM.
How to choose
For fact-finds, case tracking, reviews and compliance, choose an adviser-specific CRM like Plannr, 360 Lifecycle or CURO. For generating new enquiries and following up, add a marketing platform like GoHighLevel. Many growing firms run both. See our CRM for accountants and professional services CRM guides for related regulated-sector context.
Frequently asked questions
What's the best CRM for a UK financial adviser?
Plannr, 360 Lifecycle and CURO lead the UK adviser CRM market. For new-client marketing and follow-up, add a platform like GoHighLevel.
Why do advisers need a specialist CRM?
Fact-finds, case tracking, required client reviews and an immutable compliance audit trail are things generic CRMs don't provide.
How does an adviser CRM help compliance?
By creating an immutable audit trail of all communications, automating required review processes and securely storing sensitive documents.
How do advisers get more clients?
Capture enquiries fast, follow up consistently, make review booking easy and automate referrals - which a marketing platform like GoHighLevel handles.
Should I run one system or two?
Many firms run a compliant adviser CRM for the regulated process plus a marketing platform for acquisition, keeping client data in the adviser system.
Keep your pipeline full
GoHighLevel captures enquiries, follows up automatically, books reviews and automates referrals - the growth layer adviser software doesn't cover. Try it free for 14 days.
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