//.for_ifas
Your prospects ask an AI which adviser to trust before they ask a friend.Win the clients it recommends.
There's a difference between showing up and being recommended.
Start free. No commitment.
User prompt: “Who's the best IFA for high-net-worth families in Surrey?”
(Is your firm in this answer? The Recommendation Index tells you.)
Advisers can't see where they stand
Clients ask an AI which firm to trust before they call anyone. If your name isn't in the answer, you never knew.
Across all UK advisers it's 60%, up from 29% a year earlier (Jenny Hunter, IFA Magazine). Your clients use it too.
//.built_for_a_regulated_firm
You're FCA-regulated. So is how we work. Nothing goes out without a person checking it and your sign-off.
The shift is already in the numbers
A client who'd sat across the table for years left for a firm they found another way (Carl Widger, Metis, TRAP podcast).
UK households remain unadvised (Vinay Jayaram, AdvisoryAI). They'll meet an algorithm before they meet an adviser.
“Large language models reflect the weight of everything that's ever been written about a brand.”
Visibility is a margin question
Win clients who arrive already trusting you, and your cost to serve drops. The admin-heavy work is what eats your margin today.
of the cost of serving an annual-review client is human admin (Saturn AI, Money Marketing): "£2,000 a year, 70% admin."
on a single suitability letter at 30% of UK wealth firms (TrustNet).
Every quarter you stay invisible, better-fit clients pick the firm the engine named. The retainer pays for itself by replacing admin-heavy clients with ones that don't fight your cost to serve.
What the Recommendation Index shows for an IFA
Inside a week you'll know where you stand, who's getting recommended instead, and what it takes to change it.
- How your firm appears today when a client asks AI for an adviser, across seven engines.
- Which IFAs get recommended instead, and why those names.
- Whether the engines understand you, confuse you, or know nothing about you.
- The high-intent questions no firm yet owns in your area.
Then a plan, sequenced over four quarters.
- The content that's already earning you citations.
- The pages and proof the engines need before they'll quote you.
- The effort going nowhere AI can read.
By firm type
Small / directly-authorised IFA
Least visible to AI, quickest to move once the work starts.
Network / appointed-representative IFA
Confused with the network or its members, so your firm gets lost.
Wealth-tier / HNW firm
Known offline, thin in the sources an engine reads when a wealthy client asks who to trust.
IFA questions
- Will AI really recommend a specific IFA firm?
- Yes. Ask an AI "who should I use?" and it increasingly answers with named firms and a source, not generic advice. The only question is whether yours is one of those names. The Recommendation Index measures it across seven engines.
- We're FCA-regulated — is AI content compliant?
- Yes. Every piece we publish is written to the FCA's financial-promotion rules: clear, fair, never misleading, and balanced on risk. We also strip out personal client details before anything is drafted, and a person reviews and signs off every piece before it goes live. Nothing ships that your compliance officer couldn't approve.
- Isn't this just SEO?
- Good SEO helps, but it isn't the same job. Search ranks pages; AI names firms and cites sources. The work that earns recommendation — entity clarity, third-party citations, retrievable answers — sits mostly outside a normal SEO programme.
- How fast could we see a change?
- Recognition builds over months, not days. The Recommendation Index tells you where you stand now and what the realistic path looks like, so you start from evidence rather than hope.
- What if we don't see lift?
- The Recommendation Index tells you honestly whether there's a path to lift. If there isn't, we'll say so — and you're under no obligation to go further. You'll know in days, not months.
AI can't recommend what it doesn't know.
Start free. No commitment.