for UK financial advisers
AI workflow assessment for UK financial advisers - cut the suitability-report and review admin.
We sit down with your practice for 60 minutes, diagnose where the hours actually go - suitability reports, the fact-find, annual reviews, Consumer Duty evidence, provider paperwork - and hand back a report built around how you advise: named tools, step-by-step recipes, and a prioritised plan to reclaim the time. Not a template.
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. You know AI could take some of it. You just need someone to show you exactly where, and in what order, for a practice that runs the way yours does.
That is what the assessment is for. Not another back-office system, not a generic tool list - a 60-minute diagnostic of your practice and a plan built around what will genuinely give you the hours back.
The suitability-report and review admin behind every client - and what it is worth fixing.
We don't put a single headline figure on adviser admin here, because your proposition decides it - a pensions-and-investment practice on an ongoing-advice model loses time differently to a protection or mortgage-and-protection desk. What we can say from assessing UK professional-services firms is that the biggest drains are consistent: suitability reports, the fact-find, annual reviews, and Consumer Duty evidence.
The assessment measures your actual week rather than a benchmark. In the 60-minute session we map where the hours really go across advisers, paraplanners and administrators, then work backwards to the drains worth fixing first - so the number in your report is yours, not an average.
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 we work the numbers out from your actual week, not a sector average.
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 show how AI drafts the structural write-up from your fact-find and research, so you or your paraplanner edit and check rather than write from a blank page, with the advice and sign-off staying 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 show which parts AI-assisted capture and a tighter integration handle for you, so the fact-find stops being the bottleneck before you can advise.
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 map how reviews run in your practice and show where AI drafting and a wired-up flow turn the prep into a quick, batched job.
Consumer Duty evidence
Evidencing fair value, good outcomes and the ongoing service you promised - a growing paperwork burden since Consumer Duty landed. We show where AI shrinks the admin around evidencing outcomes while 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 look at where AI and a tighter integration remove the double-keying and the line-by-line checking.
Client correspondence and updates
The review invitations, the 'how are my investments doing?' emails, the follow-ups after a meeting. We give you a prompt library for the correspondence you send most, so keeping clients informed stops eating adviser time.
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 £2,500, 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.
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 →Not ready to book? Take the free 2-minute AI readiness quiz to see where your practice stands.