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AI automation
for UK
Financial Advisers

Your AI agent for the full IFA client lifecycle.

From meeting prep to compliance file — without the manual work.

IFAgent builds AI agents for UK Independent Financial Advisers. Your agent connects to your CRM, your platforms, and your back office — so you can ask it questions about any client, generate reports on demand, update records through conversation, and walk into every meeting prepared. The paperwork looks after itself.

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Adviser Time Mix

Advisers spend around one‑third of their time in client-facing activity.

The remaining two‑thirds is a mix of admin, prep, reporting, and internal tasks.

Source: NextWealth's IFA DNA study

Annual Review Preparation

Preparing for an annual review takes an average of 4.8 staff hours across advisers, paraplanners and admin teams.

By firm size:

  • 3.9 hours — firms with 2–5 advisers
  • 7.2 hours — firms with 50+ advisers

This highlights how larger firms face more operational drag due to legacy systems and complex workflows.

Source: NextWealth Financial Advice Business Benchmarks Report, 2025

Who we are

How does IFAgent understand the IFA advice process?

IFAgent is a UK-based technology firm that designs and implements AI-driven automation specifically for Independent Financial Advisers and financial advisory firms.

We're not a generic software subscription. We take time to understand your practice — your workflow, your back-office systems, your client types, your regulatory context — and build automation that fits around how you actually work.

The result is AI that lands in your process, not alongside it.

Deep dual expertise

Over 25 years' experience in financial services and 25 years in technology — in the same room. We understand your world before we start building in it.

Help us to help you

Our approach is educational from day one. We take time to understand how you work — your language, your process, your pain points — so the automation we build actually fits.

Cut the noise

We identify and eliminate operational friction — the repetitive admin, the manual hand-offs, the tasks that drain time without adding value. Automation removes the noise so you can focus on clients.

You leave knowing how to use AI

We don't just build and disappear. You'll understand how to construct effective prompts, get consistent results, and keep improving — building a long-term capability, not a dependency.

Our Story

Our company was founded by two professionals who come from very different worlds, but who share a clear vision for the future of financial advice in the UK.

Dr Jez Bezant came to financial advice from institutional asset management — over two decades working on the buy side, where automated data flows between systems are the norm, not the exception. When he moved into the advice world, he was struck by how much of the same work was still being done by hand: platform data pulled manually, client records updated field by field, suitability letters drafted from scratch. He knew the technology to fix this existed. He started building it for his own firm first.

James Everard, a specialist in artificial intelligence, data engineering, and modern IT systems, approached the problem from the opposite direction. His career has focused on building and deploying advanced AI solutions, automation frameworks, and enterprise‑grade technology. James saw how rapidly AI was transforming other industries, and how little of that capability was reaching small and mid‑sized advisory firms, despite the enormous potential to improve efficiency, accuracy, and client experience.

When Jez and James met, the opportunity was obvious: combine deep IFA experience with cutting‑edge AI and IT expertise to create solutions that genuinely work for advisers.

They founded the company with a simple mission: to help UK IFAs adopt modern technology safely, confidently, and in a way that enhances, rather than replaces, the human advice relationship.

Founders discussing AI automation in the office

Today, their partnership brings together the best of both worlds:

Jez ensures every solution aligns with real advisory workflows, compliance expectations, and client‑service standards.

James ensures the technology is robust, secure, and built using the latest advances in AI and automation.

Together, they are helping advisory firms modernise without disruption, unlock new efficiencies, and stay competitive in a rapidly changing landscape, all while keeping the adviser–client relationship at the centre.

What we do

Automation across the full advice workflow

From the moment a client meeting ends to the compliance file landing in your back office — IFAgent automates the steps that cost you hours and add no value for your clients.

What your agent does

IFAgent is not a document generator. It is an AI agent connected to your practice — one you can talk to, ask questions of, and instruct to do work.

Ask questions about your clients

“What’s Mrs Johnson’s current pension value?” “Which clients are overdue for a review?” Your agent pulls the answer from your systems in seconds — no logging in, no searching.

Prepare for every meeting in minutes

Before each client meeting, your agent assembles the full brief: current holdings, previous recommendations, outstanding actions, and changes in circumstance since the last review. Walk in prepared, not rushed.

Generate and fetch reports on demand

Annual reviews, Consumer Duty evidence packs, portfolio summaries — requested in plain English and returned in your house style. Not after three hours of manual assembly.

Add and update data through conversation

Update a client’s address, log a call note, record a change in circumstances — by telling your agent, not clicking through forms. The records update. The re-keying stops.

No more re-keying between systems

Data flows between your CRM, platforms, and back office automatically. What your agent captures in the meeting is in your system before you leave the room.

From meeting to compliance file, end to end

Meeting transcript in. Structured file note, suitability letter draft, and CRM update out — reviewed and approved by the adviser before the client gets home.

Meeting Capture & File Notes

AI transcribes and summarises client meetings in your house style — including suitability indicators and agreed actions — in minutes, not hours.

Suitability Report Drafting

Structured, compliant suitability report drafts generated from meeting data and client records. Review and approve rather than write from scratch.

Consumer Duty Documentation

Automated evidence packs demonstrating good client outcomes under the four Consumer Duty outcomes — audit-ready, continuously maintained.

Annual Review Preparation

AI-assembled review packs: portfolio performance, previous recommendations, changes in circumstances. Walk in prepared, not buried.

Compliance Monitoring

100% file coverage quality assurance — flagging gaps and inconsistencies before they become regulatory issues.

Back-Office Integration

We connect AI outputs directly into your CRM and back-office system — including Intelliflo (Intelligent Office), Iress Xplan, CURO, and other major UK IFA platforms. No re-keying. No standalone tools sitting outside your stack. Compatibility is confirmed during the discovery phase.

How we work

From first conversation to live system

We don't hand you software and walk away. We embed in your practice, learn how you work, and build something that fits — then stay on hand as it evolves.

  1. Discovery

    We map your workflow, pain points, and compliance obligations. No assumptions.

  2. Design

    We design the solution around your practice. You approve before we build anything.

  3. Build

    We implement, integrate with your systems, and test against your real data.

  4. Support

    We deploy, train your team, and stay on hand. Ongoing improvements included.

Why IFAgent

What results can IFA firms expect from AI automation?

50–75%

Adviser Efficiency

Advisers save 50–75% of time currently spent on admin, documentation, and re-keying — time that goes back into client relationships or new business.

Better Client Experience

Faster meeting preparation, more personalised reviews, and clearer follow-up — because your adviser's attention is on the client, not the paperwork before and after.

Firm-Wide Advantages

Scalable delivery, reduced compliance overhead, no manual re-keying between systems, and a genuine competitive edge in a market where most firms still run on manual processes.

Grow Without Adding Headcount

Serve more clients, handle more reviews, meet Consumer Duty requirements, and maintain complete audit trails — without proportionally increasing admin burden or hiring more support staff.

From the blog

Latest insights for IFAs

All articles
news

AI Weekly Digest for IFAs — Week Ending 26 June 2026

The FCA's chief executive says regulation must move as fast as AI itself, a client swapped advisers after ChatGPT critiqued their portfolio, and the trade press debates whether AI hype or AI inertia is the bigger risk.

26 June 2026

news

AI Weekly Digest for IFAs — Week Ending 19 June 2026

New research from Aon finds AI could help close the advice gap but carries real risks, a fresh report shows many advice firms still aren't happy with the data behind their AI tools, and FT Adviser argues advisers need a 'zero trust' mindset as AI-powered scams get more convincing.

19 June 2026

Client outcomes

What does AI automation actually deliver for an IFA practice?

Every practice is different, but the gains follow the same pattern: less time on paperwork, more consistent documentation, and advisers freed to do the work only they can do. The examples below are illustrative — representative of the kinds of results IFA firms achieve with IFAgent.

4-adviser IFA practice, South East England

The problem
Annual review preparation was taking each adviser an average of 4.5 hours per client — pulling platform valuations manually, updating fact-find records, and drafting the review summary before the meeting.
What we did
We automated the data-gathering and document assembly stage: platform data pulled directly into a structured review pack, pre-populated with the client's current holdings, objectives, and prior recommendations.
The outcome
Review preparation time reduced from 4.5 hours to under 45 minutes per client — an 83% reduction. The practice recovered over 600 adviser hours in the first year.

Illustrative example — representative of typical client outcomes.

2-adviser IFA firm, Midlands

The problem
Suitability report drafting was consuming 2–3 hours per report and was a significant bottleneck between the advice meeting and client sign-off. The quality was also inconsistent between advisers.
What we did
We implemented an AI drafting workflow that generates a structured suitability letter from the meeting transcript and client data, for adviser review and sign-off — with consistent structure across all reports.
The outcome
Drafting time reduced by approximately 80%. Reports are now reviewed and issued within the same working day as the advice meeting, improving client experience and FCA file quality simultaneously.

Illustrative example — representative of typical client outcomes.

“We were sceptical that AI could handle the nuance of suitability report writing. IFAgent proved us wrong within the first week. The drafts are better structured than what we were producing ourselves, and the time saving is real — not a projection on a spreadsheet.”

— Principal adviser, IFA practice (name withheld at client request)

Book a discovery call to discuss what IFAgent has delivered for practices like yours.

Common questions

Common questions about IFAgent and AI automation for IFAs

IFAgent is a UK-based technology company that designs and builds bespoke AI automation systems for Independent Financial Advisers. Here are the questions we're asked most often.

What is IFAgent?
IFAgent is a UK-based technology company that designs and builds bespoke AI automation systems for Independent Financial Advisers and financial advisory firms. IFAgent automates the administrative layer of the IFA workflow — including meeting notes, suitability reports, Consumer Duty documentation, and annual review preparation — so advisers can spend more time with clients.
Is IFAgent suitable for small IFA practices?
Yes. IFAgent works with practices of all sizes, from sole-trader IFAs to firms with 50+ advisers. For smaller firms, the return on investment is typically faster because admin overhead takes a higher proportion of adviser time. Most 2–5 adviser practices recover the implementation cost within their first year of use.
Does IFAgent comply with FCA Consumer Duty requirements?
Yes. IFAgent is designed with FCA Consumer Duty as a core requirement. All automation maintains a human-in-the-loop: the adviser reviews and approves every AI-generated output before it is used. IFAgent does not make regulated advice decisions — it handles the administrative and documentation layer, keeping the regulated person in full control.
Which back-office systems does IFAgent integrate with?
IFAgent integrates with the major UK IFA back-office and CRM systems including Intelliflo (Intelligent Office), Iress Xplan, CURO, and others. Integration scope is confirmed during the discovery phase and configured to your firm's specific data model.
How much does IFAgent cost?
IFAgent is a bespoke implementation service, not a fixed-price subscription. Pricing is based on the scope of automation, number of advisers, and systems involved. Book a discovery call for a tailored proposal — most practices see a full return on investment within 12 months based on time savings alone.
Can I ask the IFAgent system questions about my clients?
Yes. IFAgent builds a connected AI agent that can answer questions about any client in your book — current holdings, outstanding actions, review dates, recent correspondence — by drawing on your CRM and back-office data in real time. You interact with it in plain English, the same way you would ask a well-briefed colleague.
How does IFAgent handle data security and client confidentiality?
Client data is processed only within the scope of the defined task and is never used to train external AI models. IFAgent configures all systems to operate within your firm's data security framework and FCA data handling obligations. We cover security architecture in detail during the discovery session.

Get in touch

Book a Discovery Call

Tell us about your practice and the admin challenges slowing you down. We'll listen, ask the right questions, and be honest about what automation can — and can't — do for you.

  • Free 30-minute call, no obligation
  • We'll map out what automation could look like for your practice
  • No hard sell — if we can't help, we'll say so
  • Respond within one working day

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