AI & Automation Insights for UK Independent Financial Advisers

AI, automation, and the evolving FCA regulatory landscape.

automation

The Future of IFA Workflows: What the Operating Model Looks Like in 2027–2030

By 2028, the typical IFA practice will look different: fewer admin staff, more advisers on growth, AI handling routine compliance. We explore the coming shift in practice economics and operating models.

Jez Bezant 1 April 2026 7 min read

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automation

IFAgent and Advisory Platforms: Why Workflow Automation Isn't One-Size-Fits-All

Advisory.ai, Marloo, Aveni, Saturn — each solves a different problem. IFAgent handles the operational layer in between. Understanding the difference helps you invest in the right technology for your practice.

Jez Bezant 30 March 2026 5 min read

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automation

How Much Time Can AI Save Your IFA Firm? Real Numbers on Annual Reviews & Admin

Stop guessing about AI ROI. We've benchmarked real workflows against NextWealth's 2025 industry data: annual review prep, suitability reporting, compliance checking. See the hours saved and revenue impact for a typical IFA practice.

Jez Bezant 25 March 2026 6 min read

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automation

AI Evolution: From Last Year to Today — What Changed for Financial Advisers

A year ago, AI felt like a novelty. Today, it's mission-critical. We explore the breakthroughs that now make AI reliable enough for regulated financial advice workflows.

Jez Bezant 15 March 2026 4 min read

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