Independent analysis on AI tools, compliance considerations and what a sensible transition actually looks like for FCA-regulated advice firms.
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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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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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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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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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 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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There’s been an incredible amount of innovation in financial advice AI over the last three years. First, dedicated notetakers like Saturn arrived. Then suitability report generators, AI-powered CRM…
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Last week, I sat through a live demo with the founder of a UK fintech producing highly structured suitability reports from client data. The human stays in the…
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I regularly speak with advisers who pay over £3,000 for an agency to do their SEO, but they’re overpaying. Why pay for 40 billable hours when the work…
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