24 March 2026 – Quilter Financial Planning, one of the UK’s largest financial advice networks, has selected AI-specialist fintech Aveni to support the introduction of AI into day-to-day advice operations, with its product Aveni Assist now live across its appointed representative firms.
The introduction of Aveni Assist is intended to support advisers in serving a larger number of clients while deepening the quality of existing relationships.
At this initial stage, Aveni Assist has been deployed to all advisers across the Quilter network, enabling them to record, transcribe and summarise client meetings and agreed actions. The aim is to significantly cut the time spent on manual paperwork and increase the capacity to formulate and deliver recommendations.
The tool also helps capture key information from face-to-face and online meetings, allowing advisers to stay focused on client conversations rather than note taking. It is being used internally across the business as well, supporting more consistent documentation and knowledge sharing.
Further functionality of Aveni’s solutions will be added over the coming months as Quilter expands the role of AI across its network. The approach reflects the broader potential of AI to make advice businesses more scalable by simplifying adviser processes, improving system connectivity and enhancing the digital infrastructure that supports Quilter’s advice firms.
The work forms part of a broader modernisation of adviser technology, which includes Quilter’s ongoing collaboration with FNZ to strengthen the integration between its platform and the back-office systems used across its network.
Steve Gazard, chief distribution officer at Quilter, said:
“Increasing the use of digital tools, and AI in particular, is becoming essential to strengthening how advisers work with clients. Aveni Assist helps reduce complexity and gives advisers more time for the conversations that shape good financial decisions.
“The fundamentals of advice will not change because clients still want personal support from someone who understands their circumstances. Technology’s role is to remove friction and help advisers focus on the parts of the relationship that matter most. Our aim is to create the space for advisers to continue to deliver a high quality experience, with our award winning platform and wider enhancements working together to keep Quilter the natural home of professional advice.”
Joseph Twigg, chief executive officer at Aveni, said
“Quilter has a forward-thinking approach to how AI can support the future of financial advice. By partnering with Aveni to deploy Aveni Assist across its adviser network, Quilter is taking a significant step towards embedding AI in a way that brings proven value to advisers and their clients through enhanced and efficient communications.
“Quilter has the scale and the vision to demonstrate what AI-enabled advice can look like at its best. Together, we’re building something that will set a benchmark for the industry, proving that responsible AI adoption and better client outcomes go hand in hand.”
Ends
For Aveni please contact Kate Forster, Head of Communications kate.forster@aveni.ai or 07787 534999
For Quilter please contact Tim Skelton-Smith on 078 2414 5076
Notes to Editors:
About Aveni
Aveni is an award-winning AI fintech on a mission to embed safe, ethical, and high-performance AI into the heart of financial services. Specialising in domain-specific large language models and advanced natural language processing, Aveni builds enterprise-grade AI solutions – Aveni Detect and Aveni Assist – which intelligently automate complex processes across financial services workflows. From risk and compliance to adviser processes and operational oversight, Aveni technology flexes and scales around each organisation’s needs—enhancing productivity, ensuring regulatory alignment, and delivering actionable insight.
Aveni partners with the UK’s leading financial institutions to solve industry-specific challenges and support transformation with precision-engineered AI. At the core of this is FinLLM – the UK’s first large language model built specifically for financial services. Developed by Aveni Labs – a team of world-leading NLP scientists and engineers, FinLLM sets a new benchmark for secure, explainable AI adoption in regulated environments, aligned with FCA guidelines and the EU AI Act.
About Quilter plc
Quilter plc is a leading wealth management business, helping to create brighter financial futures for every generation.
Quilter plc oversees £141.2 billion in customer investments (as at 31 December 2025).
It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
The business is comprised of two branded segments: Quilter and Quilter Cheviot.
Quilter encompasses the financial advice network and national, Quilter’s investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.
Quilter Cheviot is a discretionary fund management and financial planning business.
