The IFA VA – Simplify. Streamline.
Succeed

I help UK and international financial advisers simplify their admin, streamline their systems, and successfully scale their business without the overheads associated with employees. Professional, compliant, and built for growth.

Our Services

Operational support that brings structure, consistency and clarity to your business. Giving you control and the headspace to focus on your clients and growing your firm.

01.

Strategic operational support:

Support that keeps your firm running efficiently day to day. From managing workflows, to refining processes and setting up systems.

02.

Review & Servicing Administration:

Compiling valuations, updating Provider data and assembling client – ready review packs.

03.

LOA & New Business Support.

We manage the full admin flow that keeps your advice process moving. From tracking LOAs and maintaining new business pipelines.

Simplify.Streamline.Success

About Us

The IFA VA was founded by Romaine Howard, a Virtual Operations Partner with over two decades of experience across the financial services industry. She began her career in mortgages, processing applications, chasing lenders, and learning the importance of organisation and structure from the start. As her career developed, Romaine moved into supporting independent financial advisers both in the UK and across Europe. She spent a decade abroad helping to run an international advisory firm’s flagship office in Switzerland, with time also spent in France and Spain. Those years offered invaluable insight into how firms operate under different rules and pressures, and how strong systems and clear processes can transform even the busiest back offices. Today, Romaine brings that same calm, structure, and strategy to both International & UK advisory firms, helping advisers simplify, streamline, and scale their businesses. Whether you’re a solo adviser or a growing team, The IFA VA becomes the backbone of your business, keeping everything running smoothly so you can focus on what you do best: advising your clients.

Why We’re the Right Fit

Choosing the right support isn’t just about ticking tasks off a list. It’s about finding someone who understands how your business works, what compliance demands, and how to keep everything moving without chaos. That’s where The IFA VA fits in.

Operational Expertise

Over twenty years’ experience supporting advisory firms across multiple jurisdictions —UK, Malta, Switzerland, and beyond, which means we understand the pressures of regulation, time, and client expectations; and how to balance them all.

Flexible, Scalable Support

Whether you need a few hours a month or dedicated operational management, our services flex with your firm’s capacity, season, and growth.

Client Testimonials

Discover what our clients have to say about their experiences working with us.

Ready to simplify your operations?

Let’s build a smoother, smarter back-office that supports your growth without adding complexity or cost

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