AI Wealth Partners was founded on one conclusion, reached the long way round: regulated advisers don't have a talent problem, they have a pipeline problem.
Dan ReddishCo-founder · South YorkshireDan spent 14 years promoting nightclubs across Doncaster, Leeds and Sheffield. No marketing degree, no agency background. Just years of learning, week after week, what makes people show up.
It turns out filling a dance floor and filling an adviser's diary are the same job: understand exactly who you want in the room, put the right message in front of them, and make showing up the obvious choice.
When COVID shut hospitality overnight, Dan rebuilt around the clients who were busiest: mortgage brokers. Hundreds of advisers later, that work became a repeatable method, and the method became AI Wealth Partners.
He still lives in South Yorkshire. Still opens every call asking about your week before your numbers. The brand promise, work less, earn more, enjoy life, is how he actually runs his own diary, which is rather the point.
Fourteen years of promotion teaches you what makes people show up. Six years inside financial services teaches you the other half: nothing survives contact with a regulated firm unless it's written down.
So that's how AIWP runs. Every method documented, every outreach sequence in writing before it's sent, every claim dated and attributed before it appears anywhere. If it can't be handed to a compliance function and read line by line, it doesn't ship.
It's why the results page on this site is shorter than most competitors' testimonial walls, and why the clients on it were happy to be named.
The method started in the UK, and most of our clients are here, so the examples on this site are British: pounds, IHT, the local networks. But the system itself, the positioning, the research, the outreach, travels. We work with advisers internationally, and adapt the specifics to your market and your regulator.
Most marketing help available to advisers comes in two flavours. Agencies who write copy your compliance team bounces, or ex-advisers who understand the rules but have never had to fill a room from cold.
AIWP is not FCA-authorised, and that's by design: we do the marketing consultancy, your firm keeps the regulated activity and the sign-off. Everything we build with you is written down, reviewable, and shaped to go through your approval process rather than around it.
Volume is a treadmill. Positioning is an asset.
Every number we publish is dated and attributed to a real client. We keep the claims specific and the vague promises off the page.
Your profile, your list, your conversations. Our job is to build it with you and then not be needed.
The £750 Prospecting Audit is 20 researched prospects in your niche and an hour of strategy. The method, demonstrated on your actual market.