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Guides
Step-by-step guides to getting more from AI in a UK financial advice firm.
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15 articles
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Discovery meeting in financial planning: what to capture and write up
A practical guide to the discovery meeting in financial planning: what to capture, the questions that get to it, how to write a discovery document clients read, and a checklist for the write-up.
FSCS limit £120,000: what advisers should check for client cash
The FSCS limit rose to £120,000 on 1 December 2025. What it covers, how shared banking licences and temporary high balances work, and a practical checklist for advisers placing client cash.
From meeting to paperwork: how to stop putting off the client documents
Discovery notes, scopes of work and value summaries are the documents advisers put off, because writing them well takes time. Carbon turns the recorded conversation into the paperwork, ready to check and send.
Compliance file review checklist: what a sound advice file contains
A practical compliance file review checklist for UK advice firms, built on COBS 9, COBS 9A, COBS 6.1A and the record-keeping rules, with what to look for in each part of the file and how to record findings.
The annual review is your biggest writing job. Here is how to get the hours back
A good annual review takes around three hours per client, and most of that is assembly rather than advice. Strata reads the platform valuations you already have and writes the review for you to finish.See it before you decide.
Six apps that take file checks, annual reviews, client documents and meeting coaching off the desk, from £49 per adviser per month. See them run live on a demo firm in a twenty-minute call, with nothing to prepare.