Practice management is the cluster that asks the operational questions. How many clients can one adviser actually serve well. How many hours does the firm currently spend per client and where do those hours go. Which stretches of the workflow are amenable to AI assistance and which still need the human in the loop. The pieces below are the working notes from inside Wealth Analytica's product team and from the UK adviser firms we work with.
Most of these articles are anchored on Anthony Marris (founder and CEO) and Michael Fasosin (co-founder and CTO) — the innovator side of the bench. Eliot Jones reviews on the suitability-evidence side so capacity plays don't compromise the file. Read our editorial policy for the sourcing standards.
Articles
From overwhelmed to optimised — doubling client capacity
A working pattern for taking a UK IFA from 80 clients at the edge of capacity to 160 without dropping service quality. The four bottleneck stretches and the operational moves that unlock each.
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Why the most successful IFAs are working fewer hours
The work-week pattern at high-AUM single-adviser firms — fewer hours, more clients, better outcomes. The discipline, the delegation and the systems that make it land.
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The client-experience revolution
How the bar for client experience has moved at UK IFA firms since 2024 — onboarding journeys, ongoing-review cadence, digital-first communication. What the high-NPS firms do differently.
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Single-system fact-find to proposal
How a single end-to-end system from fact-find through suitability and ongoing reviews changes time-per-client. The numbers from a 12-firm pilot.
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AI in suitability-report writing
The patterns that work and the ones that don't — what AI is good at when drafting a Section 21-compliant suitability report and where the human still has to do the work.
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Adjacent pillars
Tech-stack consolidation sits closest to practice management — most of the capacity wins land through tooling, not through hiring. Client operations covers the evidence side of the same workflow, where the FCA's interest lives.