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AI automation
for UK
Financial Advisers

Less admin.
More advice.

IFAgent builds bespoke AI automation that cuts the paperwork burden for financial advisers so you can spend your time where it actually matters: with your clients.

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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

We know financial advice. We know AI. We bridge the two.

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.

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.

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. No re-keying. No standalone tools sitting outside your stack.

How we work

  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

The difference it makes

50–75%

Adviser Efficiency

Advisers save 50–75% of time currently spent on administrative tasks — time that goes back into client relationships, new business development, or simply leaving on time.

Better Client Experience

Faster onboarding, more personalised financial plans, and clearer communication — because your advisers aren't distracted by paperwork before and after every meeting.

Firm-Wide Advantages

Scalable advice delivery, reduced compliance overhead, and a genuine competitive edge in a market where most firms still run on manual processes and disconnected tech.

Grow Without Adding Headcount

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

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Common questions

What you need to know

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.

Book a discovery call
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, Dynamic Planner, and Curo. 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.

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

Prefer email? hello@ifagent.co.uk

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