Salisbury House Wealth cuts post-review letter drafting from 45 minutes to 10 with Emma

The Challenge: Post-review letters written by hand after every meeting

Salisbury House Wealth is a financial advice firm established in 1986, serving clients across pensions, investments, estate planning, and protection from offices in the Midlands and beyond. As the firm has grown, the volume of post-meeting documentation has grown with it, and the team looked to AdvisoryAI to take the manual drafting burden off advisers without changing the letters clients actually receive.

The post-review letter sits at the end of every client review, and at Salisbury House Wealth it was written from scratch each time. Each letter took an adviser 30 to 45 minutes of manual drafting after the meeting, every review generated one, and the drafting happened at the point advisers were most stretched, straight after client meetings. For a firm running regular reviews across a growing client base, that was time advisers could not spend with clients.

"Before implementing AdvisoryAI, an adviser would typically spend between 30 and 45 minutes manually drafting a post-review letter following a client meeting. With AdvisoryAI, we are now able to produce a high-quality first draft within approximately 5 to 10 minutes."

Zac Patterson, Project Manager, Salisbury House Wealth

How AdvisoryAI Helped

Salisbury House Wealth uses two parts of AdvisoryAI together: Emma, which drafts client reports and letters, and Evie, which records meetings and turns them into structured notes. Emma generates the first draft of the post-review letter from the firm’s own template, so advisers finalise rather than start from a blank page. Salisbury House Wealth has built and refined its post-review letter template through successive versions, with senior management signing off the wording each time, so the output matches the firm’s house style and compliance expectations before an adviser reads it.

• Post-review letters in 5 to 10 minutes. Emma turns the meeting into a high-quality first draft in 5 to 10 minutes, against 30 to 45 minutes of manual drafting.

• Built on the firm’s signed-off template. The letter is generated from Salisbury House Wealth’s own template, refined across versions with senior-management sign-off, so advisers edit within a familiar format.

• Structured meeting summaries. Evie produces concise, structured meeting notes without manual typing, giving every meeting a consistent record and reducing the administrative load on advisers.

• Meeting recordings for file-checking and training. Recorded meetings give an accurate record of what was discussed, support file-checking, and let the team revisit meetings for staff training.

"Having concise, structured meeting notes produced without the need for extensive manual typing has been invaluable. It ensures a consistent record of meetings while significantly reducing the administrative burden placed on advisers."

Zac Patterson, Project Manager, Salisbury House Wealth

Before and after AdvisoryAI

Before AdvisoryAI

• Post-review letter drafted by hand after every meeting.

• 30 to 45 minutes of adviser time per letter.

• Meeting notes typed up manually.

• No consistent recording of what was discussed.

• Admin time absorbed straight after client meetings.

After AdvisoryAI

• High-quality first draft produced in 5 to 10 minutes.

• 5 to 10 minutes to review and finalise.

• Structured meeting notes produced without manual typing.

• Meeting recordings available for file-checking and training.

• Adviser time returned to clients.

Support That Truly Understands Your Needs

The relationship with AdvisoryAI has extended beyond the product itself. When Salisbury House Wealth has raised issues, questions, or enhancement requests, the response has been quick and proactive, and the team has seen improvements shipped as a direct result of user feedback.

"Whenever we’ve raised issues, questions or enhancement requests, the response has been quick, professional and proactive, and we’ve seen a number of improvements implemented as a direct result of suggestions from users."

Zac Patterson, Project Manager, Salisbury House Wealth

Zac is clear about how the firm treats the technology: as an assistant to the adviser, not a replacement for judgement. Emma handles the heavy lifting of producing summaries, drafting letters, and organising information, and advisers review the output, confirm it is accurate and up to date, and take responsibility for the advice.

"AI should always be viewed as an assistant rather than a replacement for the adviser. AdvisoryAI does an excellent job of handling the heavy lifting by producing meeting summaries, drafting review letters and organising information. However, advisers still need to review the output carefully and ultimately take responsibility for the advice provided."

Zac Patterson, Project Manager, Salisbury House Wealth

That combination, faster drafting with the adviser firmly in control, is what has delivered the return for Salisbury House Wealth: less time on administration, more time focused on clients, and a consistent record behind every review.