For Financial Advisers
Today’s meeting. Tomorrow’s fact find. Tonight.
Record the conversation. See client fit, a structured fact find, and next actions before you drive home.
Built for FCA-regulated advice. Every output citable. Human review built in.
What financial advisers see in the file
24:02 · Client
“The SIPP is around seven hundred and thirty-seven thousand — that’s the latest from AJ Bell.”
31:08 · Client
“I’d be uncomfortable losing more than ten percent in a bad year.”
Does this sound like your week?
- 90-minute meeting. 2 hours of admin before anything reaches your paraplanner.
- Review prep eats your Sundays.
- The answer to your client’s question sits in their file. You will not find the right page from the car park.
- Every adviser in your firm formats notes differently.
What Chunkbase does for financial advisers
Primary for this seat
Meeting to fact find
Upload the transcript. Structured fact find with objectives, risk profile, and financial data extracted. Ready for your paraplanner.
Client prep
Full context for every meeting. History, changes, open actions surfaced automatically.
Client fit
Structured view of the client’s position alongside your firm’s service model. Know the economics early.
Every adviser we speak to describes the same pattern: a 90-minute meeting generating 2+ hours of admin before anything reaches the paraplanner.
The 2026 Benchmark is measuring this across UK IFA firms for the first time.
Contribute to the benchmark →Before and after Chunkbase
After the meeting
Type notes on the train. Send a rough email to your paraplanner.
Upload the transcript. Fact find and action items ready before you get home.
Preparing for a review
Sunday evening reading through the client file.
Client summary. Changes since last review. Key talking points. All cited.
Client asks a question
“Let me check the file and get back to you.”
Ask. Get the answer with the source document attached.
Questions financial advisers ask us
Chunkbase for your whole team
AI fact find software for UK advisers.
Fact finds and cited suitability drafting.
Source-linked evidence for every recommendation.
Same team. More clients. Faster onboarding.
See client-firm fit before you commit the hours.
Help shape the workflow your team actually needs.
Design partners get early, hands-on access and help shape what we build. You bring a real workflow; we adapt the product around how your firm actually works. No cost, no long contract, just regular feedback. We’re taking on a small number of UK wealth management firms.
