BUILT BY FERGUSON WEALTH
ClientFlow
The operating system for modern advice firms.
Ferguson Wealth builds ClientFlow — an FCA-ready CRM for UK financial advisers. Suitability reports, compliance evidence, and client relationship management in minutes, not hours.
No credit card required · FCA-ready · Go live in a day
Pipeline overview
New relationships
£1.2M
In review
£640K
Onboarding
£310K
Suitability Report
Generated — 47sJ. Whitfield
Private Client
Relationship value
£420K
Harrow & Co.
Corporate
Relationship value
£1.1M
The Product
Everything an advice firm needs, structured.
Client Profiles & Fact Find
An 8-step adviser fact find and a single structured view of every client relationship.
J. Whitfield
Private Client
Relationship value
£420K
Marlowe Estates
Trust
Relationship value
£2.6M
AI Suitability Reports
COBS 9A and Consumer Duty aligned reports, generated from your CRM data in seconds.
Suitability Report
Generated — 47sCompliance & MI Reporting
Vulnerable client tracking, review coverage, and FCA MI scorecards — always current.
Pipeline & Fee Management
Live pipeline visibility with fee agreements and projected revenue in one place.
Prospecting
£820K
Proposal
£1.4M
Onboarding
£960K
Why ClientFlow
Built for UK financial advice firms.
FCA-ready by default
Built around COBS, Consumer Duty, and UK advice-firm compliance from day one.
Built for advisers, not generic teams
Every workflow reflects how an advice firm actually operates — not a repurposed sales CRM.
AI that reduces admin
Meeting notes, suitability reports, and follow-ups generated automatically, reviewed by you.
Zero-configuration setup
Go live in a day — no consultants, no lengthy implementation project.
Pricing
Simple pricing, no hidden fees.
Start free for 14 days, no credit card required. All plans include the full AI toolkit.
Starter
£60 /mo
For solo advisers and small firms getting started with AI-powered client management.
- Up to 50 clients, 3 team members
- AI suitability reports & Consumer Duty letters
- 50 AI generations / month
- 3 workflow automations
Professional
£80 /mo
For growing firms that need unlimited capacity and priority support from day one.
- Unlimited clients & team members
- Unlimited AI generations
- Client portal, Gmail sync & campaigns
- Priority support
Enterprise
Custom
Bespoke pricing for larger firms, networks, and DFMs with complex requirements.
- Everything in Professional
- Dedicated account manager
- Custom integrations (API access)
- Custom SLA & onboarding
All prices exclude VAT · Annual billing available at 20% discount
Go live with ClientFlow
in a day, not a quarter.
Built by Ferguson Wealth for UK financial advice firms — zero configuration, FCA-ready, and ready for your first client today.