The AI conversation your industry isn't having clearly enough
Most of the noise around AI in financial services comes from vendors with something to sell or commentators with no skin in the game. This community is neither.
It's a space for practising advisers to share genuine experience — what tools they're using, what's actually working, what the compliance implications are and how to think about all of it in a way that's grounded in the reality of running an FCA-regulated advice firm.
Four things that happen regularly
Advisers sharing ideas and innovations
Members bring the AI tools and workflows they've discovered, the experiments they've run and the results they've seen — good and bad. This isn't a broadcast channel. It's a working conversation between people who are actually trying things and reporting back honestly.
Think of it as a peer group where "I tried this and it didn't work" is just as valuable as a win.
Interviews with advisertech founders
I regularly interview the people building the tools that are being marketed at your profession — the founders and product leads behind the AI platforms, CRM integrations and automation solutions you're being asked to evaluate.
The format is direct. We go beyond the sales deck and into the questions that matter to a practising adviser: where does client data go, how is the model trained, what happens when it gets it wrong and what does the compliance picture actually look like.
Group tool evaluation sessions
Rather than every adviser independently trialling the same tools, we evaluate them together — pooling observations, testing against real use cases and producing a collective assessment that's far more useful than any individual's verdict.
Members get a structured view of each tool: what it does well, where it falls short and the specific questions to put to the vendor before committing.
FAQ sessions on compliance and AI
Regular Q&A sessions focused specifically on the intersection of AI and FCA compliance — the questions advisers are asking but often can't get straight answers to from their compliance consultants, who may not yet have the technical depth to answer them fully.
These sessions cover things like data controller obligations when using AI tools, UK GDPR implications of client data leaving your systems, acceptable use policies for AI in a regulated context and how to brief your compliance consultant on technology questions they haven't encountered before.
Practising advisers who want to get this right
The community is for UK financial advisers and practice principals who are taking the AI transition seriously — not looking for hype or shortcuts, but for honest, peer-tested insight they can actually use.
It's particularly useful if you're at the stage where you know AI matters for your practice but haven't yet found a trusted space to work through what it actually means — without being sold to at every turn.
Host, interviewer and resident technology translator
I run the community, host the founder interviews and facilitate the tool evaluation sessions. I'm also the person members come to when they need the technical compliance questions answered in plain English — particularly around what AI tools actually do with client data and what that means for an FCA-regulated firm.
I don't have an agenda to push a particular platform or approach. My job is to help the group cut through the noise and arrive at well-reasoned, practical conclusions they can act on.
Ready to be part of the conversation?
The community is free to join. Click below to find us and request access.
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