Permanent Wealth Partners is an independent financial planning firm based in West London. Founded in 2020 by Adam Walkom and Adrian Johnson, the business has a clear vision: to build an independent, forward-thinking financial planning firm rooted in personalized service and long-term trust.
Specializing in pensions, ISAs, and long-term wealth planning for local families, Permanent Wealth quickly built a professional reputation among clients seeking expert guidance and confidence in their financial future. But as the firm grew, so did the complexity of managing relationships, opportunities, and marketing activity, and they added a new member to their team, Frank Page.
By 2022, it became clear that the systems that had supported the business in its early days would no longer scale.
Outgrowing spreadsheets and disconnected tools
Like many growing advisory firms, Permanent Wealth relied on a mix of Excel spreadsheets, Power BI reports, and manual workflows to manage prospects and clients. While workable at first, these tools offered limited visibility and made it difficult to track leads coming in through LinkedIn and local marketing campaigns.
“We were doing well, but we couldn’t track everything effectively,” says Frank. “That made it hard to spot opportunities or ensure we were investing our time and budget in the right areas.”
As client volume increased, so did the need for a professional solution that could unify their sales process, centralize client data, and support marketing activity. After evaluating several expensive, niche platforms designed for larger financial services firms, the team began looking for a CRM better suited to a growing independent business.
Discovering Capsule CRM
While researching CRM systems designed for small businesses, the team came across Capsule CRM. It offered the simplicity they were looking for, alongside the flexibility needed to reflect how a financial advisory firm actually works.
“We were researching CRM systems for small businesses when we came across Capsule,” Frank explains. “It looked ideal, but we weren’t sure how we’d tailor it for an independent financial advisory firm. That’s when Adrian discovered Julia’s YouTube channel, and it made all the difference.”
That introduction led them to Julia Blake, Capsule expert, CRM implementation specialist, and Director of Blake Consultants Ltd.
Learning from trusted voices
Through Julia’s Capsule-focused YouTube content, the team gained a clear understanding of how Capsule and Transpond could work together to support their full client journey—from first inquiry through to long-term relationship management.
“Her videos weren’t just helpful, they were empowering,” says Frank. “We suddenly saw how Capsule could anchor our client journey, and how Transpond could help us nurture new prospects professionally and at scale.”
After reaching out directly, Permanent Wealth began a three-month collaboration with Julia to implement Capsule CRM and Transpond properly from the ground up.
A tailored Capsule implementation
Working closely with Julia, the team configured Capsule to mirror how they work with clients in real life. Client families were set up as organizations, with individuals linked underneath and supported by custom fields covering long-term goals, preferences, and ethical considerations.
A critical part of the project was migrating data from legacy systems into Capsule. This was led by Ammar Takhatwala, who ensured that contact records, history, and preferences were accurately structured and ready to use. Julia’s strategic guidance, combined with Ammar’s meticulous approach, ensured the system was built on a solid foundation.
“She guided us through every step,” says Frank. “From data migration to automation strategy and integrations with tools like Make.com. It felt like we had a true partner who understood our business and shared our commitment to building long-term client trust.”
Bringing marketing and CRM together with Transpond
Permanent Wealth also replaced Ontraport with Transpond, Capsule’s marketing automation platform. The move delivered stronger segmentation, improved automation, and greater campaign control, while halving overall technology costs.
By combining Capsule CRM with Transpond, the team gained a single, connected system for managing relationships and marketing activity, supported by integrations through tools like Make.com. The result was a more professional, scalable approach to lead nurturing and client communication—without the burden of multiple disconnected platforms.
Clear results, measurable impact
Since implementing Capsule and Transpond, Permanent Wealth has:
- Reduced technology costs by 50%
- Consolidated multiple tools into a single, connected system
- Eliminated lead leakage with clear pipeline visibility
- Significantly reduced overheads while growing new business, significantly compared to previous years
Having made the switch in early 2025, the firm now operates with confidence, structure, and systems that support both growth and long-term client trust.
“These tools gave us structure. Julia gave us direction, and that’s helped us inspire more confidence in our clients and our own future,” says Frank.
Built to grow with confidence
Today, Capsule CRM and Transpond sit at the center of Permanent Wealth’s operations. From personalized nurture sequences to better prospect targeting and clearer reporting, the team is delivering a consistent, professional experience at every stage of the customer journey.
“Capsule and Transpond haven’t just helped us modernize,” Frank concludes. “They’ve helped us grow with confidence and build the kind of long-term trust that sets us apart as an independent advisory firm.”
Looking for a CRM that’s simple, flexible, and built to scale with your business? Try Capsule CRM free for 14 days and see how structure, visibility, and the right implementation partner can transform how you grow.
Visit Blake Consultants Ltd to learn more about how they can help you implement Capsule across your business.
