Account Management

Supporting your business to reach new heights

What does great support look like to you?

For us, it’s understanding that no two advisers are the same. Whether it’s tailored guidance or being available when you need us most, we’re here to ensure you’re supported every step of the way.

Every one of our members has their own goals and objectives that they are working towards. Inevitably, different members may hit obstacles along the way, or even seek ways to create growth. That's why it’s important that each member has the opportunity via our Account Management team to ask for support at any given moment.

We know the best ideas come from those on the frontlines. That’s why we actively listen to adviser feedback, shaping our services to meet your needs. Together, we create solutions that work. We have an Account Management team ready to support and provide action on any feedback we receive.

Looking for one-to-one support?

Running a business comes with challenges, but you don’t have to face them alone. Whether it’s navigating compliance, developing practical strategies for growth, or analysing portfolios for high-value clients, our consultancy services are here to provide clarity and confidence.

Here’s some of the ways we can help you.

  1. Guidance on complex compliance issues

  2. Support with business development and growth planning

  3. Insightful portfolio analysis to meet client expectations

We welcome the opportunity to work with you as a business partner - from business advice to portfolio analysis, consultancy services, including segmentation of clients, to guidance on client propositions, centralised investment propositions and retirement propositions to name but a few, we are ready and able to assist.

At In Partnership, our role is to offer trusted advice while empowering you to make informed decisions about your business future.

What our members say

  • “The account management team have shown a genuine interest in who we are, how we want to operate, and how the network can enhance the already-excellent support they provide to help us achieve our goals."

    — Steve Moses | Mortgage Studio

  • “Time and time again the support we receive from Sue is priceless, always happy to help, supportive and such an In-depth knowledge of understanding surrounding all areas within our business, a true asset who on numerous occasions replies to messages well outside of office hours.”

    Chris Rigby | Nexus IFA

  • “ For more than 20 years we have benefitted from In Partnership’s assistance and encouragement and I have no doubt that APFS would not have developed to where it is today without their unwavering support.”

    – Paul Squires | APFS Financial Solutions LLP

  • “ The account management service is an extremely valuable resource. The team are knowledgeable, supportive and genuinely care about assisting us.”

    – Richard Behan | Jigsaw Financial

  • “In over 22 years as a member of In Partnership, the more recent addition of Sue Connett’s role has provided me with a consistent source for 99% of all reasons of contact with INP. The consistency of her availability, empathy and understanding of the dynamics of members and the industry is second to none.”

    – Andy Brook | Consort Financial Planning

  • “Aside of Laveeza being pleasant and charming to deal with, she gets whatever needs doing quickly. On all counts, I must honestly say that Laveeza gets a ten out of ten from me.”

    – Mukesh Chhatralia | M & P Insurance Consultants

Meet the Team

  • Sue has been with In Partnership since 2013 with the primary aim of working alongside the membership. Leading the wider team, she is genuinely passionate about supporting and empowering our members to achieve their goals.

    Sue brings diverse knowledge to the role with a background of payroll and HR management, data protection and most importantly extensive customer service experience.

    Sue has an interest in education, having previously been Chair of Governors for a local school for over 8 years and a Director of an education service provider.

    In her spare time, Sue enjoys spending time with her family, gardening, reading and cooking.

    Contact Sue:
    M: 07715 375118
    E: sconnett@inpartnership.net

    Visit Sue’s LinkedIn bio

  • Laveeza started her career in financial services after joining a graduate scheme at Mattioli Woods in 2017, where she gained a wealth of knowledge in pensions and wealth management. 

    She has worked at In Partnership since 2022 as an account manager, supporting our members with a range of needs and enjoys being able to travel to see our advisers across the UK to discuss their business and how In Partnership can help and support them.

    Outside of work, Laveeza's life is mostly taken up by sports. She plays rugby for Dorking, watches plenty of martial arts having trained for over 17 years in Muay Thai, and for her sins, is a dedicated Arsenal fan!

    Contact Laveeza:
    M: 07849 899983
    E: lraja@inpartnership.net

    Visit Laveeza’s LinkedIn bio

Wherever you are, we’ll meet you there.

Whether it’s a face-to-face meeting, a quick Teams call, or staying connected through email, or telephone, our account managers adapt to what works best for you. Flexibility isn’t an added extra—it’s how we ensure you always feel supported.

If this level of support appeals to you and your financial advisory business, let us know.