Built by people who understand the IFA world — and the technology to fix it.

Jez has spent over two decades in regulated, relationship-led service businesses, including institutional asset management and Independent Financial Advice. He knows the FCA regulatory environment from the inside — suitability obligations, Consumer Duty requirements, file standards, and the compliance burden that consumes adviser time.

When he moved into the advisory world, he was struck by how much of the same work that had been automated in other parts of financial services 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.

Jez brings the business judgement: understanding the operational pressure inside growing advice practices, what it takes to introduce change without disrupting the firm, and how to make automation land inside a process rather than alongside it.

• 25+ years in regulated financial services
• Experience in institutional asset management and IFA practice
• Deep FCA Consumer Duty and suitability report expertise
• Doctoral-level academic background

James is a specialist in artificial intelligence, data engineering, and modern IT delivery. His career has focused on designing and building advanced AI systems, automation frameworks, and enterprise-grade technology for organisations ranging from small businesses to large-scale deployments.

James saw how rapidly AI was transforming other industries, and how little of that capability was reaching small and mid-sized IFA firms — despite the enormous potential to reduce admin burden, improve compliance consistency, and free advisers to do the work only they can do.

James ensures the technology is robust, secure, and built to current best practice — and that what gets built genuinely fits around the people who will use it every day, not just in the demo.

• 25+ years in AI, data engineering, and IT systems
• Delivered automation and AI solutions from SME to enterprise scale
• Expert in large language model integration and workflow automation
• Specialist in back-office integration with Intelliflo and similar systems