I'm a developer (not a financial adviser) and spent the last few months building a tool for UK financial advisers called Suitance.
The problem: suitability reports take 4-5 hours to write manually after every client meeting. The tool: paste your meeting notes or upload an audio recording, get a complete FCA-structured draft report in under 60 seconds as a Word document.
It scales with case complexity. Simple ISA case gets a focused report. Complex case with pension transfer, IHT, vulnerable client, and multiple recommendations gets a 14-section report — tested it on a £1.2m estate case with transferred nil rate band calculations, proposed 2027 pension IHT changes flagged, vulnerable client section, protection needs analysis, the lot.
Every report includes a disclaimer and requires adviser sign-off before going to any client. Full terms at suitance.co.uk/terms.
Beta is £19/month at suitance.co.uk — locked in forever for early members.
Would genuinely appreciate feedback from anyone in UK financial services on whether the output quality is useful.