Behind the scenes

Why the monster?

Every advice business has one, and everyone inside it feels it, whether they’re advising clients or supporting the work behind the scenes. Sometimes it’s lots of small pressures, sometimes it’s one big problem, but it never fully goes away.
It’s the work that sits in the back of your mind and follows you home when the day should be finished. The monster makes that invisible weight visible, so it can be acknowledged and dealt with properly.

What the monster represents

The monster isn’t one specific task or role. It represents the build-up of responsibility that sits around advice delivery.

Sometimes it’s pressure.
Sometimes it’s volume.

Sometimes it’s simply too much sitting with too few people.

For advisers and support staff alike, the monster is the mental load of knowing things aren’t finished yet – and feeling responsible for making sure they are.

That’s what it represents.

Paraplanning that needs careful thought.
Admin that never quite clears.
Client servicing that demands constant attention.
Chasing providers, managing cases, fixing small issues before they become big ones.
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Our role

Our role is simple.
We help take the monster off your back.

We work behind the scenes to support advisers and the teams around them, handling the work that slows things down and adds unnecessary pressure.

Not by changing how you operate.
Not by adding layers or complexity.

But by doing the work properly, consistently, and in a way that fits how advice businesses actually run.

When that support is in place, the monster loosens its grip, work flows better, and people can focus on what they’re meant to be doing.

That’s our role.

A bit of personality, on purpose

Financial services doesn’t have to feel cold or corporate to be taken seriously.The work we support is important, detailed, and often high-pressure.

But that doesn’t mean everything has to sound the same or look the same.The monster adds personality to something people working in advice instantly recognise.

It gives a shared experience a face, without downplaying the reality behind it.

It’s not there to make light of the work.
It’s there to make it easier to talk about.

And sometimes, a bit of personality is what makes that possible.

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Does the monster have a name?

Not yet, that’s where we need your help!

We’re currently running a competition to name the monster, and once that’s decided, we’ll make it official. Keep an eye out - the monster will be introducing itself properly soon.

What it means for you

If any of this feels familiar, you’re not on your own.

The monster shows up in different ways for different people, but the impact is the same – pressure builds, focus gets pulled, and work starts to feel heavier than it should.

Our job is to help lighten that load.

We don’t promise to remove pressure entirely, and we don’t pretend advice work is ever simple.
But we do take work off your plate, reduce unnecessary friction, and help things run more smoothly day to day.

When the monster is off your back, there’s more space to focus on clients, on the business, and on switching off when the day’s done.

That’s what it means for you.

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