Built for UK financial advisers

The AI receptionist for IFAs.

Q: How does the AI know about my business?

We read through your website automatically when you sign up: services, fees, FAQs, about pages, the lot. The AI uses that content to answer questions, so you don't need to write or upload anything.

Q: Will it give financial advice to visitors?

No. It only shares information that's already on your website, and every response carries a clear disclaimer making it explicit that it's information only, not regulated advice. You can also add custom instructions to set boundaries on what topics it will engage with.

Q: How does lead capture actually work?

When a visitor shows interest in your services, the AI asks for their name and email naturally during the conversation, the way a thoughtful receptionist would. You receive their details and a clean summary of the chat by email straight away.

Q: What websites does it work with?

Any website. WordPress, Squarespace, Wix, Webflow, or anything custom-built. You add one line of code, the same way you would for Google Analytics.

Q: Can I customise the appearance?

Yes. Colours, the opening message, and custom AI instructions are all editable from your dashboard. It can sit in the corner of your site looking like a natural extension of your brand.

Q: Is it FCA-compliant?

ChatIFA isn't itself regulated. It's an information tool that only repeats content from your own website and never gives advice. Every reply includes a disclaimer, and you keep a full audit log of every conversation in your dashboard for record-keeping.

Q: What about GDPR and data protection?

All data is processed in the UK and EU. Visitor details are encrypted in transit and at rest. You can request deletion of any conversation at any time. We have a DPA, sub-processor list and privacy policy on the site.

Q: What happens when I reach my message limit?

The chat will pause until your next billing month and you'll get an email warning when you're close to the limit. We never charge overage fees by surprise. You can upgrade if you want to keep going.

Q: Can I try it before paying?

Yes. The free tier gives you 25 messages with no card required. You can also try the live preview from this page on any domain you want, no signup needed.

Q: How long does setup actually take?

Most advisers are fully live in under five minutes. The crawl takes seconds, you copy one snippet, and that's it. Customising the colours and instructions usually takes another five minutes if you want to.

A chat assistant that lives on your website, answers visitor questions from your own content, and quietly captures leads while you sleep.

Start free

Free to tryNo card neededLive in 5 minutes

New lead

Margaret W. · 21:14

Response time

Under 2 seconds

Compliance

No advice given

harringtonwealth.co.uk

Independent advice for life's bigger decisions.

Pensions · Investments · Inheritance planning · Mortgages

Designed for UK practice UK-built · Cardiff GDPR compliant No advice given FCA-conscious copy

The quiet leak

Most adviser sites lose every evening visitor.

The 8pm pension question

Someone visits at 21:14 with a question about drawdown. Nobody's there. They close the tab and you never knew they came.

ii.

The Saturday browse

A prospect researches over the weekend. By Monday they've already booked a call with someone who replied first.

iii.

The same questions, every week

“What's your minimum?” “Do you do mortgages?” “Where are you based?” Time you should be spending on clients.

Saturday · 21:14

harringtonwealth.co.uk

Hi, I'm 64 and looking into drawdown. Do you advise?

Yes. We can usually arrange a free 30-min introduction this week. Want me to send a few times?

Yes please. Margaret, margaret.w@gmail.com

Lovely. I've sent your details to the team. They'll be in touch first thing Monday.

New lead captured+1 while you slept

How it works

Live on your site in five minutes.

No training, no upload, no developer. Just paste a snippet and it learns your business from your own pages.

1 Connect

Enter your domain

We crawl your existing pages (services, about, fees, FAQs) and your AI learns from what's already there.

https://yourpractice.co.uk↵

2 Install

Paste one line of code

Drop the snippet anywhere: WordPress, Squarespace, Wix, Webflow, custom. Same as Google Analytics.

<script src="…/chatifa.js" data-id="hw">

3 Capture

Leads land in your inbox

Visitors chat. The AI gathers names and emails through normal conversation. You get the full transcript by email.

New chat · Margaret W.21:14

Asked about pension drawdown. Wants a callback this week.

Everything you need

Built for advisers. Nothingyou don't need.

Six features that turn a static website into a lead-capturing machine, without any of the AI gimmicks.

/services/pensionsIndexed

/about/teamIndexed

/blog/iht-2025Reading…

01 · Knowledge

Learns from your website

We read your pages and answer from that content. No training files. No uploads. If it's on your site, it knows.

ChatIFA · now

New lead · Margaret W. Pension drawdown

“I'm 64 and thinking about pension drawdown. Do you advise on that?” Wants a callback this week.

ChatIFA · 2h

New lead · David K. Mortgages

ChatIFA · 5h

New lead · Sarah T. Inheritance

02 · Notifications

Instant email when a lead lands

You get a clean summary the moment someone leaves their details: what they asked, where they came from, what to do next.

Lovely. What's the best name and email to reach you on?

Margaret Whitfield, m.whitfield@…

nameMargaret Whitfield

emailm.whitfield@…

topicDrawdown

03 · Capture

Names and emails through conversation

No contact-form ultimatum. Details come up naturally mid-chat, and land in your inbox structured, not buried in a transcript.

✓Disclaimer shown on every conversation
✓Refused to give specific advice
✓Sources only from your website
✓Full transcript exportable (CSV)

FCA-conscious copyNo advice given

04 · Compliance

Compliance-safe by design

Information only, never advice. Disclaimer on every chat, audit log on every message, sources locked to your own content.

Harrington Wealth

Online

How can I help?

Accent

Tone

Warm & formalPlain

05 · Branding

Looks like your firm. Sounds like you.

Set colours, the opening message, and custom AI instructions. The assistant introduces itself as part of your practice, not a third party.

<2s

typical reply

24h After-hours included

06 · Availability

Always on. Under two seconds.

Replies stream within a second or two, every hour of every day. Leads come in evenings and weekends, not just office hours.

Try it live

See it on your site, right now.

Type your domain and chat with an AI that already knows your business. No sign-up. No card. No catch.

Point it at your domain.

We'll read your pages in seconds and spin up a working chat preview, exactly what your visitors would see.

ChatIFA vs generic chatbots

A chatbot built for you, not everyone.

Most chat tools are designed for SaaS founders or e-commerce stores. ChatIFA is built around how UK advisers actually work.

ChatIFA

For IFAs

Trained on your website automaticallyNo uploads, no fine-tuning
Built specifically for UK IFAsCompliance-aware copy out of the box
Lead capture in conversationNot a contact-form pop-up
Compliance disclaimer on every replyFCA-conscious by default
Email summary of every leadWith the full transcript attached
Live in 5 minutesFrom signup to your site, £14/mo

Generic chatbot

SaaS / e-com

Manual setupUpload PDFs, tune prompts, hope it works
Generic chatbot templateSaaS or e-commerce by default
Pop-up contact formSame friction as before
No disclaimerCompliance left to you
Patchy email follow-upOften just a buried inbox
Hours of setup, £99–£300/moPlus implementation fees

Simple pricing

No hidden fees. Cancel anytime.

Pay for what you use. Every tier includes lead capture, custom branding, and instant email notifications.

Free

£0forever

Give it a go. 25 messages.

25 messages
1 website
Lead capture
Email notifications
Custom branding
Custom AI instructions
Chat history export

Get started

Starter

£14/month

For solo advisers. 400 messages.

400 messages/month
1 website
Lead capture
Email notifications
Custom branding
Custom AI instructions
Chat history export

Get started

Everything you might be wondering.

How does the AI know about my business?

We read through your website automatically when you sign up: services, fees, FAQs, about pages, the lot. The AI uses that content to answer questions, so you don't need to write or upload anything.

Will it give financial advice to visitors?

No. It only shares information that's already on your website, and every response carries a clear disclaimer making it explicit that it's information only, not regulated advice. You can also add custom instructions to set boundaries on what topics it will engage with.

How does lead capture actually work?

When a visitor shows interest in your services, the AI asks for their name and email naturally during the conversation, the way a thoughtful receptionist would. You receive their details and a clean summary of the chat by email straight away.

What websites does it work with?

Any website. WordPress, Squarespace, Wix, Webflow, or anything custom-built. You add one line of code, the same way you would for Google Analytics.

Can I customise the appearance?

Yes. Colours, the opening message, and custom AI instructions are all editable from your dashboard. It can sit in the corner of your site looking like a natural extension of your brand.

Is it FCA-compliant?

ChatIFA isn't itself regulated. It's an information tool that only repeats content from your own website and never gives advice. Every reply includes a disclaimer, and you keep a full audit log of every conversation in your dashboard for record-keeping.

What about GDPR and data protection?

All data is processed in the UK and EU. Visitor details are encrypted in transit and at rest. You can request deletion of any conversation at any time. We have a DPA, sub-processor list and privacy policy on the site.

What happens when I reach my message limit?

The chat will pause until your next billing month and you'll get an email warning when you're close to the limit. We never charge overage fees by surprise. You can upgrade if you want to keep going.

Can I try it before paying?

Yes. The free tier gives you 25 messages with no card required. You can also try the live preview from this page on any domain you want, no signup needed.

How long does setup actually take?

Most advisers are fully live in under five minutes. The crawl takes seconds, you copy one snippet, and that's it. Customising the colours and instructions usually takes another five minutes if you want to.

Where is the team based?

Cardiff, Wales. Built by a small UK team specifically for UK financial advisers, not a generic chatbot retrofitted for the industry.

Frequently asked

Questions visitors actually ask.

See all

From the journal

Practical writing for growing your practice.

View all articles

0112 May 2026

IFA Website FAQ Schema: What Changed on 7 May 2026

Google retired FAQ rich results on 7 May 2026. The expandable accordion under organic listings is gone, but the FAQPage schema is now a stronger AI citation signal. Here is what IFA websites should do.

SEOIndustry News

0210 May 2026

Is Financial Advice Worth It? The UK Evidence in 2026

Most adviser websites do not directly answer the highest-intent question UK clients type before they pick up the phone. Here is the 2026 evidence, the cost-versus-value math, and the page your IFA site is missing.

Website StrategySEO

038 May 2026

ChatGPT Financial Adviser Search: What Changed in 48 Hours

On 5 May 2026 ChatGPT launched its self-serve Ads Manager and a sharper finance model on the same day. Here is what the past 48 hours mean for IFA website visibility and AI citation.

SEOIndustry News

Ready to capture more leads?

Free to try. No card needed. Live in about five minutes.

Start free See how it works