START HERE01
Where should your IFA firm start with AI?
Assess the work, information and review capacity you already have.
Read guide ↗AI CONSULTANCY FOR UK IFA BUSINESSES
Better use of AI.
More room
for advice.
Work with Steven Calvert to find useful applications for AI in your advice firm, put them to the test and help your team use them with confidence.
A service from Compliant Paraplanning Services Ltd
THE KNOWLEDGE LIBRARY
Useful answers. Evidence you can inspect.
OPEN EXAMPLE02
Can AI turn meeting notes into useful actions?
Read the fictional source, generated output and checks. Judge the result yourself.
Read guide ↗HUMAN REVIEW03
How do you check AI-assisted work?
Find unsupported facts, missing evidence and actions that need an owner.
Read guide ↗CHOOSING TOOLS04
How should an IFA assess an AI tool?
Use a consistent brief and decision record before committing to a supplier.
Read guide ↗AI SETUP & IMPLEMENTATION
One workflow. Configured, tested and handed over.
Start with annual-review preparation: inspect sources, surface gaps and prepare work for an authorised reviewer. Delivered by CPS, with training and a clear operating handover.
FROM READING TO DOING
Make AI useful in your firm.
01 / ASSESS & PLAN
Know where to start
Review your workflows, identify a manageable first use and agree what success would look like.
Explore the consultancy ↗02 / PILOT & LEARNHelp your team put it to work
Test a defined task, build the review process and practise with examples that reflect your work.
Plan a pilot or workshop ↗MEET YOUR CONSULTANT
Steven Calvert. Practical help for your IFA business.
The guides give you frameworks and examples to use now. If you want help applying them, Steven provides AI consultancy through Compliant Paraplanning Services Ltd. Our examples distinguish observations from assumptions.
Meet Steven ↗