For Practice Principals and Heads of Advice
Stop investing onboarding hours in the wrong clients.
See the fit, the complexity, and the economics from the first conversation. Before your team commits weeks of effort.
Built for FCA-regulated advice. Every output citable. Human review built in.
What practice principals see in the file
Configurable firm rules — not regulated suitability advice.
Does this sound like your week?
- 4 to 12 weeks of onboarding before anyone asks whether the economics work.
- Paraplanner team at capacity. Hiring takes months. Every new adviser adds backlog.
- You set a minimum AUM threshold but have no consistent process for assessing fit.
- Cost to serve varies wildly. You do not have the data to prove which segments are profitable.
What Chunkbase does for practice principals
Primary for this seat
Client-firm fit from day one
First meeting transcript in. Structured fact find out. Financial position, objectives, complexity visible. Assess fit before committing onboarding resources.
Capacity planning
Time-per-workflow data across your team. Build hiring and pricing decisions on real numbers.
Firm-level oversight
Every client file built on cited evidence from the start. Compliance confidence up. File check prep time down.
The £100k to £1m band is where client qualification matters most. Below £100k, the economics rarely work. Above £1m, every prospect gets bespoke treatment. The middle band is where firms make hundreds of ambiguous decisions every year.
The 2026 Benchmark is measuring how UK advice firms qualify prospects, set minimums, and price their service models.
Contribute to the benchmark →Before and after Chunkbase
New prospect assessment
Adviser meets a prospect. 2 to 3 weeks for the fact find. Someone notices £80,000 in assets, below your £150,000 minimum. Three weeks of team time wasted.
Transcript in. Structured fact find back in minutes. Fit visible before anyone starts onboarding paperwork.
Quarterly capacity review
Estimate capacity from memory and calendar entries.
Time-per-workflow data. Where the hours go. Business case for hiring or pricing changes.
Annual business planning
Revenue per adviser. No connection to cost-to-serve per segment.
Client data structured from day one. Cost indicators per segment. Minimums and fee models informed by evidence.
Questions practice principals ask us
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.
