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Cover image: Six apps, built inside a planning firm.

Introducing IFA Tools: six AI apps for UK financial planning firms

IFA Tools launches six AI desktop apps for UK financial planning firms, built inside a working Chartered firm. Who we are, what each app does, how your data and AI account work, prices and how to see a demo.

IFA Tools
29 August 2026 · 6 min read

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.

Book the 20-minute demo Join the waiting list

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Introducing IFA Tools: six AI apps for UK financial planning firms

See it before you decide.

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