How to Evaluate AI Tools for Your Advice Firm
I work closely with AI tools for advice firms. And, even when doing this for a living – working day in, day out – I’m still discovering something…
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Insights from Philip Teale
Practical thinking on AI adoption for UK financial advisers
Independent analysis on AI tools, compliance considerations and what a sensible transition actually looks like for FCA-regulated advice firms.
How to Use AI in Your Advice Firm Without Breaking FCA Compliance
Last week, an adviser confided in me that he personally knew of several UK advisers uploading client fact finds straight into ChatGPT. No clear AI governance plan. No…
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Where to Start with AI If You’re a Small UK Advice Firm
I spoke with an adviser in Worcester last week. He was overwhelmed by AI. He knew he needed to take the tech seriously, but didn’t know where to…
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I Audited Obsidian OS So You Don’t Have To: The First AdviserTech Transparency Report
I spent the last three months building something I wish had existed when I started advising firms on their tech decisions: an independent, structured audit of an adviser…
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AI Note-Takers for UK Financial Advisers: The Compliance Questions to Ask Before You Buy
Last month, I replaced my AI notetaker – Fireflies – with a completely local, “air-gapped” tool that I built myself. No client data or conversations leave my machine;…
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Will AI Replace UK Financial Advisers? A Realistic Assessment for 2026
Ian Else, financial adviser, just gained a client in an unusual way. His new client had uploaded their portfolio statement to ChatGPT. 1.21% all-in. 30+ funds. Less than £500,000…
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What’s The Cheapest AI Tool For Financial Advisers?
I recently tied up an AI project with a UK financial adviser who was originally looking to use Microsoft Copilot. A “heavy prompt” was going to cost them…
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Free AI Tools for UK Financial Advisers: A 2026 Guide
John* – a UK financial planner – reached out to me last week on LinkedIn, asking about AI. This is what he said: “I’ve only just come across…
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AI Tools for Financial Advisers – What Should You Pay?
AI has been “free” for some time now, but that won’t last forever. ChatGPT is talking about bringing in ads. Anthropic are being more aggressive with session limits…
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