We help financial advisers, mortgage brokers and wealth firms across East Anglia and London use AI for the admin that eats into client time: meeting notes, follow-up emails, inbox overload and review preparation. No tech background, no jargon.
Start with a free AI MOT: a 30-minute call to find where your team's time goes.
No commitment. If we can't help, we'll say so.
Simple AI helpers set up around the way your team already works.
A clear summary and actions after every review or call, ready for you to check before it goes on file.
Follow-up emails drafted straight after the meeting, ready for you to check and send.
Client and provider emails sorted and flagged, so nothing important waits.
Information pulled together ahead of reviews, so meetings start from a good place.
Advisers tell us the paperwork after a meeting can take as long as the meeting itself. We start there, with a person checking everything before it goes anywhere.
A free 30-minute call about how your firm works and where admin slows you down.
Simple AI tools around the way you already work, starting with whatever saves the most time.
Hands-on sessions, in the office or online, so everyone feels confident. No slides, no jargon.
There's no hard sell here. Just a chat about where your time goes and whether we're the right people to help. If we're not, we'll tell you.
Fill in the form and we'll come back to you within one working day.
Prefer email? info@plainspeakingai.co.uk
Not ready to talk yet? Follow us on LinkedIn for plain-English tips.
We read every enquiry ourselves and reply personally. No automated responses, no hand-offs to a sales team. Just a real conversation.