for UK financial advisers
AI workflow assessment for UK financial advisers - cut the suitability-report and review admin.
Advisers run an annual review for every client. This is 60 minutes for the practice - suitability reports, the fact-find, annual reviews, Consumer Duty evidence, provider paperwork - and the report is written so a paraplanner could pick it up and work down it, starting with whatever buys back the most report-writing time.
The paperwork behind every piece of advice.
You earn on the advice and the ongoing relationship. Then the week fills with the work behind it: writing suitability reports that run to pages, capturing and risk-profiling the fact-find, preparing for a run of annual reviews, evidencing Consumer Duty, and wading through provider and platform paperwork.
None of it is the advice itself, but all of it has to happen - and it is the reason a suitability report eats an evening, the reason review season swallows the diary, and the reason taking on more clients means more admin rather than more advice. So the practice grows in evenings rather than in clients.
At every conference there is a stand selling the next back-office system. Put an hour into the practice itself and you get something you can start on before the next review pack is due.
The suitability-report and review admin behind every client - and what it is worth fixing.
One figure for adviser admin would flatter some practices and insult others. A pensions and investment practice on an ongoing-advice model loses time differently to a protection or mortgage-and-protection desk, and how much sits with paraplanning moves it again. The drains behind both are the same: suitability reports, the fact-find, annual reviews, and Consumer Duty evidence.
The session starts with your own client bank instead. We take a suitability report you wrote recently and a review pack you prepared last month, then work out how much of each was research, how much was drafting, and how much was hunting for something you already had.
Run your own numbers in the admin cost calculator, or read the full breakdown in the CRM and workflow gaps that cost UK service businesses.
The assessment is £799 - and the report-writing hours in it are the ones you spent last month.
Your six biggest time sinks - and what we do about each one.
We map your whole practice in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin financial advisers feel.
Suitability report writing
The report that evidences the advice - circumstances, objectives, research, recommendation and risks - running to pages and taking hours per client. We time one suitability report from a blank page to sign-off and separate the structural writing from the thinking, because only one of those can be drafted for you - the advice and the sign-off stay yours.
Fact-find and risk profiling
Capturing the full picture, running the attitude-to-risk and capacity-for-loss work, and keying it all into the system. We follow one client's information from the first meeting to the point it is usable in a report, and mark every place it gets re-entered.
Annual review preparation
Pulling valuations, prepping the review pack, and doing it across a whole client bank when review season lands all at once. We open one review pack and rebuild how it was assembled, valuation by valuation, then ask what changes when that same job lands across the whole client bank in a fortnight.
Consumer Duty evidence
Evidencing fair value, good outcomes and the ongoing service you promised - a growing paperwork burden since Consumer Duty landed. We go through your last fair-value assessment and see where the effort went into recording something rather than deciding it - the responsibility and the judgement stay firmly with you.
Provider and platform paperwork
Application forms, transfer paperwork, chasing providers, and reconciling what the platform says against what you expected. We take a single transfer that went slowly and count the chases, forms and reconciliations it took to close.
Client correspondence and updates
The review invitations, the 'how are my investments doing?' emails, the follow-ups after a meeting. We read a month of those side by side to see how many are genuinely different letters.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your practice, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - a suitability-report drafting assistant, say - the Custom AI Agent Build is a separate product from £949, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
The kind of result we publish.
Real clients, in their own words - the full story, what we found, and the measurable change in their week.
“Knowing something and doing something are completely different things.”
Questions financial advisers ask us.
Is client data safe if we start using AI tools?
Can AI write suitability reports without creating a compliance problem?
We already use a back-office and cashflow tool. What is left to find?
Is £799 worth it for a smaller practice?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your practice's hours actually go.
Book a 60-minute diagnostic. Get a report built around your practice within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →