A high-impact diagnostic for financial advisers who want to future-proof their firm
For the cost of one small client's annual fee, I'll show you how to protect your entire firm's revenue for the next decade.
Inside the Audit
We audit three critical areas of your business: your Tech Stack, your Client Segments and your Fee Disclosure. Then we show you exactly what to do about each to protect your firm's revenue and growth.
01
Tech Stack Audit
We review your CRM and AI tools in detail — what you're using, what you're missing and what's leaving your firm exposed to changing consumer behaviour and more digitally-agile competitors.
02
Client Segment Review
We analyse your practice and identify which parts of your practice are becoming commoditised by AI, where growth opportunities are being missed and where your deep defensible value actually sits.
03
Fee & Proposition Audit
We examine how you're articulating your value today, and help you reframe your proposition around complexity and judgement — before clients start asking why they pay you.
About Philip
AI Transition Strategist for UK Financial Advisers
Philip is one of the UK's leading specialists in AI strategy and transition for advice firms. Over the last 12 years, he has worked with hundreds of IFAs — from sole traders to national networks — building stronger brands, better websites and more resilient client relationships.
For the past 18 months, he has been working at the intersection of AI and the UK advice sector: tracking which tools are being adopted, speaking directly with fintech founders and mapping how AI is reshaping adviser business models on the ground. His intelligence is current, UK-specific and rooted in direct market contact — not a search engine.
He is the author of the forthcoming book, How AI Will Change Advice — written specifically for UK financial advisers navigating this transition, with over 50 advisers already on the waiting list.
Book a free 15-minute discovery chat. We'll talk through your situation, answer any questions, and you can decide if the £1,050 Audit makes sense for you — no pressure, no commitment.
5 spots remaining
Common questions
Three things. First, an async review — you share your current setup and I analyse it before we meet. Second, a 90-minute "War Room" Zoom session where we go through your Tech Stack, Client Segments, and Fee Disclosure together and work out exactly what needs to change. Third, your PDF Transition Blueprint — a written action plan delivered within 48 hours of the session, covering your three priority moves in ranked order.
ChatGPT isn't in close contact with the UK's rising fintech founders. Much of its output on AI tools for advice firms is outdated, inaccurate, or US-centric — it has no way to know what's actually being adopted across UK IFA firms right now. If you want up-to-date, non-hallucinated guidance from a specialist whose ear is close to the ground, this is a better place to start.
No. I get no financial reward for recommending a particular provider. My independence is important to me, and to the advisers I work with. I occasionally advise UK fintechs in a consultancy capacity, but I do not engage in referral or commission schemes — what I recommend is based solely on what I think is right for your firm.
Yes. The AI transition is affecting sole traders and national firms alike — in different ways. The audit is tailored to your specific setup, not a generic framework.
No. In fact, advisers who come in sceptical often get the most from it — we can focus on what's real and what's noise, rather than getting distracted by the hype.
£1,500 Founding rate of £1,050
Available only to the first 5 advisers.
What others say
"Phil is incredibly easy to talk to and discuss ideas with. He has a flair for creativity, works to timescales and is excellent at communicating his ideas and visions. Phil was not afraid to tell me the truth about whether something was good or bad, but always did so calmly and reassuringly. I would have no hesitation recommending Phil to any one who requires his skill set and services."
Paul Cleworth
Financial Planner · Tandem Financial
"I had the pleasure of working with Phil on a full rebrand, website redesign and ongoing marketing support. He brought a great mix of strategic insight and creative skill, helping shape our visual identity, developing a clear marketing strategy and launching a regular client newsletter. His collaborative approach made the whole process seamless. I highly recommend working with him."
Ben Preston
Financial Planner · Suttons IFA
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