Helping financial planners serve every client
We empower you to deliver more meaningful retirement solutions to group scheme members and legacy clients.
We work exclusively with financial planners
As a financial planner, do you aspire to help all of your clients reach their retirement goals?
Do you find that it’s often uneconomical to look after your smaller clients?
AdviceBridge is the solution.
We’re a technology firm who enable financial planners to deliver automated digital retirement advice and guidance. Our intuitive, easy to use app makes financial planning accessible and affordable. Allowing you to deliver personalised financial advice profitably to all of your clients.
Financial Calculators
Our easy to use tools and calculators help your clients stay on track for retirement and reduce your administrative burden
How AdviceBridge benefits you
Our personalised retirement plans can help you convert more clients from group schemes and have deeper, more meaningful relationships with legacy clients.
Benefits for advisers and planners with group schemes
Showcase the benefits of financial planning
Build a pipeline of future clients
Operational efficiencies
- Make financial planning more accessible
Boost employees’ financial wellbeing and performance
Benefits for advisers and planners with private legacy clients
Open up and maximise advice opportunities
Ensure clients reach out when they need more help in the future
Service legacy clients cost-efficiently
A more ethical solution than disengaging clients
Show the regulator you’re looking after smaller clients
Blog
Why existing clients hold the answer to a more profitable advice business
Many financial planners focus on attracting new clients when trying to grow a profitable advice business, but your greatest opportunity could be right under your nose.
The Budget – the big changes are self-isolating
In the end the Budget was a bit of a non-event, supplying immunity mostly to the better off. It’s really not a very bright idea to antagonise NHS doctors busy dealing with a global pandemic so higher earners (up to £200,000 a year) retain their £40,000 annual allowance.
Stay ahead of the curve
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