Actually Useful
Make the AI you already pay for actually useful.
Most advice and wealth firms are paying for AI their teams barely touch. I help you turn that wasted spend into real, daily productivity, used properly and safely, on the work your firm actually does.
For UK financial advice & wealth firms.
- A decade inside financial advice
- MAFTAs Personal Best Operator winner
- NextWealth speaker
01The problem
The software nobody’s actually using.
You bought the licences. The rollout email went out. Six months on, your advisers, paraplanners and admin team use a fraction of what you’re paying for, if they touch it at all. Meanwhile they’re nervous about what’s safe to put into it. The tools aren’t the problem. Nobody’s shown your people how to make them useful on the work they actually do, in a way that holds up for a regulated firm.
02What I do
Adoption that sticks.
Get your team (advisers, paraplanners, admin) genuinely using the AI you’ve already got, whether that’s Copilot, Google or whatever’s in your stack. Not a one-off training day they’ve forgotten by Friday. Adoption that changes how they work, on the real work of running an advice firm: client prep, reviews, reports, the lot. And clear on what’s safe to put where.
And if it won’t do the job
Sometimes the tools you’ve got can’t get you there. If that’s the case, I’ll help you scope and build something that can, from a small fix to a bigger project. No job too small, none too big to talk about.
03The approach
How I think about it.
Adoption, not training.
Training is a slide deck your staff forget by Friday. Adoption is them reaching for the tool on Monday, on their own work, without being told. I’ve spent a decade making that happen in financial advice, an industry that resists change for a living.
Real work, not demos.
These tools look great in a vendor webinar. Your team needs them to work on their spreadsheet, their inbox, their client notes. I show them where it earns its keep on the work they actually do. And where it doesn’t, so they stop wasting time.
Keep up, don’t fall behind.
These tools ship changes every few weeks. Most teams learn it once and stay stuck on the version they met in onboarding. I keep your people current, so the spend keeps paying back.
04The process
How it works.
The way in is hands-on and low-pressure. We start with a bit of fun on the tools, something low-stakes, then point that straight at the real work of the firm. It’s a foundation, not a one-off. Your people learn how to work with AI itself, so what they pick up still holds up as the models change and new features arrive.
- 01
Find where it’s useful.
A short, honest look at your tools, your team and the work that actually matters. No generic audit.
- 02
Make it stick.
Hands-on adoption with your people, on their real tasks. Not a theory session.
- 03
Keep you current.
These tools move monthly. I make sure you don’t quietly fall behind again.
05Why me
I know your world, because I’ve worked in it.
A decade inside financial advice, driving adoption of complex tools in one of the most regulated, change-resistant industries there is. I know your world: the workflows, the compliance worries, what your team will and won’t actually use. And I teach the fundamentals, not just this week’s buttons, so what your team learns keeps its value long after today’s tools have changed.
- A decade in advice, so I understand the regulatory edges (client data, Consumer Duty, what’s safe to put into a prompt), not as a checkbox but from doing the work.
- MAFTAs Personal Best Operator winner.
- NextWealth speaker.
- Hands-on AI depth well beyond the corporate average, including building agents and multi-agent setups, not just using the chat box.
06Fit
Who this is for.
UK financial advice and wealth management firms paying for AI they’re not yet getting value from, who want their team actually using it, safely.
Firms whose current tools aren’t cutting it, who’d rather have something built than keep struggling.
Owners and ops leads who want a steady hand on this, from someone who’s been inside the industry, not a generalist learning it on your time.
Enquiries
Prefer to send a message?
Tell me a little about your firm and what you’re after. It comes straight to me, and I’ll reply personally.