ChatGPT is changing how clients find advisers

Prospective clients using AI tools to find financial advisers

Sahar Nazir
clock • 6 min read

With more consumers turning to artificial intelligence (AI) as well as social media to guide everyday decisions, it's no surprise that OpenAI’s ChatGPT is increasingly used to search for financial advisers.

PA explored which UK wealth managers and financial planning firms ChatGPT has recommended to a client in their 30s with £100,000 to invest, seeking either long-term advice or one-off financial planning. The results were telling. The chatbot surfaced firms with national footprints, hybrid servicing models, and strong digital presences. The firms ChatGPT recommends Here is the full list of advice firms ChatGPT recommended based on preferences. The firms mentioned for long term advice and face-to-face meetings were: Evelyn Partners Netwealth RBC Brewin Dolphin True Pot...

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