What we do
We accelerate the efficient delivery of technology, software upgrades and migrations solutions.
To reduce implementation risks and costs in a constantly evolving world, you need specialist skilled resources using proven methods to help accelerate delivery, and outpace your competitors to launching new features and products.
FMI makes this happen, so you meet your planned outcomes and you are never left behind.

Our Story
FMI was established in UK in 2004, with the vision to create a consulting service to the Wealth Management industry in the UK. We have since grown our client base and team year on year, establishing a proven track record of solution delivery and client satisfaction.
At FMI we know that technology change is complex, but how you deliver it doesn't have to be. We specialise in getting you to think of technology change and migrations as an opportunity to achieve your goals and grow your business.
2004Founding of FMI Consulting (Freemind Innovation)
Worked with AJ Bell to deliver Composer technology
Worked with AJ Bell on asset migration
Worked with Embark to deliver FNZ technology
Working with Bravura to implement Sonata technology
Working with Ascentric on asset migration
Working with Deloitte on technology delivery
Working with M&G on technology change initiatives
Working with Novia to deliver asset migration
We have 25+ associates in our network
FMI, has experienced resources with specialist skills and expertise. Our associates are based both onshore in the U.K. and offshore in New Zealand and South Africa.




Our team is made up of Programme and Project Managers; Scrum Masters; Consultants specialising in FNZ, Composer and Sonata Platforms; SIPP /Wrap Product Experts; UK Regulatory Experts; Business and Technical Analysts, Test Consultants and Test Managers as well as Business and Solution Architects.
Our associates are a critical part of our consulting proposition. Find out more about the qualities, experience and skills needed to join our associate network, and what we can offer you in return.
What can we offer you
FMI will successfully guide you through the complex technology change delivery and data migration processes from beginning to end, FMI takes the pressure off you, so you can focus on running your business.
We can provide individuals to become part of your team, or assemble a custom team built from people with the right skills and experience with deliver focus in their DNA.

Software Implementation

Technology Change Delivery

Data & Asset Migrations

Platform Upgrades

Regulatory Change Delivery

New Product Launches
Examples of Our Work
Explore the work we have previously undertaken to see how FMI can guide you to achieve your outcomes.
Delivery Leadership – Business Integration Program

FMI was approached by a UK Platform business to help them deliver a complex business integration program to merge multiple businesses. FMI started by …
Specialist Resourcing Provision – Sonata Platform SMEs

FMI were approached by a large UK Platform business to help them solve a number of post re-platforming challenges. FMI started by ….
Why choose FMI?
- Successful Implementation: To implement technology successfully, you need advice and support.
- Expert Guidance: This can make sure your new technology implementation is successful.
- Extensive Experience: FMI understands the frustration of implementing new technology having successfully implemented technology.
- Intellectual Content: The provision of proven customised approaches and methods to ensure a successful outcome.

Our clients and partners
You want to implement technology successfully, or migrate client data with no negative media exposure. You want to be like these companies FMI have worked for or with…










Our Delivery offering
In a world that is changing rapidly, technology change is a given and is only going to accelerate. FMI provides a wide variety of services to help companies succeed with delivering technology change and migrations.