The Bloom blog
The Bloom blog
Notes on running a modern UK advice firm.
bloomflow.app/clients/helen-moore
Clients / Helen Moore / Overview
Helen Moore
SIPP + ISA · joined Mar 2024 · adviser: Matthew Renier
Total AUA
£412,830
▲ 4.2% YoY
Retirement age
63
2 yrs earlier
Consumer Duty
Green
Reviewed 14 Apr
Compliance
Consumer Duty: why your evidence is only as good as your data
Good outcomes are now something you have to be able to show, not just assert. Here's why fragmented tools make that evidence fragile — and what defensible looks like.
OperationsOne source of truth: the unglamorous principle that makes a practice scale
Re-keying the same client across five systems is a quiet tax on every working day. What changes when everything reads from a single record.
ToolingAll-in-one vs the stack: what UK advisers actually pay for
The typical four- or five-tool stack has costs that never appear on an invoice. An honest look at the trade-offs — and when each approach makes sense.