When a client asks ChatGPT "who's a good independent wealth manager for my £400k pension near Guildford?"
your firm should be the answer.
GE Optimised is a London studio built for independent UK wealth managers and IFAs. the kind of practice you'd find on the PIMFA member list. ChatGPT, Perplexity, Gemini and Claude have quietly become the new way clients shortlist advisers, and right now they keep recommending SJP, Hargreaves Lansdown, Evelyn and the wirehouses instead of you. We change that.
Your next client picks a wealth firm before they pick up the phone.
Your next client no longer starts at Google.
Retirees consolidating pensions, business owners post-exit, divorcees rebuilding portfolios and people who've just inherited money now open ChatGPT to ask "who's a good independent IFA for X near me?" before they ring anyone. If your firm isn't in the answer, the enquiry quietly goes to SJP, HL or Evelyn, every single time.
Google's AI Overview killed the referral click.
Google's AI Overview now sits above the usual ten blue links on searches like "best independent wealth manager near me" and names three competitors with bigger marketing budgets. Ranking number one organically with a brochure site is worth a fraction of what it used to be.
Independents can win this, if you start now.
AI assistants trust verifiable credentials (your FCA FRN, each adviser's CII / PFS / STEP qualifications) more than ad spend. A 3-adviser practice with a clean, well-presented profile beats a wirehouse with a messy one. The firms moving in 2026 lock those recommendations in for 2027 and beyond.
Four deliverables. Zero generic agency theatre.
AI visibility audit, across the major assistants
We write 100+ real questions your prospects type, things like "independent fee-only IFA near Guildford for a £400k pension", "best UK wealth manager for a £1.2m business-sale windfall", "ethical SIPP adviser Bath", then run them live through ChatGPT, Perplexity, Gemini, Claude, Copilot, Grok and Meta AI. We show you every mention, every competitor named instead, and every gap.
Making your firm machine-readable
We add the technical mark-up AI assistants look for (FinancialService schema) and verify your firm and every adviser against Companies House and the FCA Register. Each adviser gets a proper profile with their FRN, qualifications and permissions, so a 3-adviser practice reads to AI as clearly as Evelyn.
Adviser-led content, ghostwritten with you
Monthly articles in your principal's voice on the questions clients actually ask: DB transfers, ISA / SIPP consolidation, Consumer Duty, IHT planning, business-exit wealth, ESG portfolios. Drafted with you and pitched to the publications that matter, FT Adviser, Citywire, Money Marketing, Professional Adviser (placement is the goal, not a guarantee).
"Who got named this month?" reporting
A monthly dashboard showing how often AI assistants name you across the major tools and 50 target questions, side-by-side with the firms you actually lose to, SJP, HL, Evelyn, Quilter and your local rivals. You'll see the exact week Gemini starts recommending you instead.
From "never heard of them" to named-first in 90 days.
100+ real client questions, the major AI assistants, 5 named competitors (the firms you actually lose to). You get a clear, ranked list of what's missing.
We ship the technical fixes, verified FCA links, machine-readable mark-up, proper adviser pages, and town-level FAQ hubs.
Adviser-led articles drafted with you and pitched to the trade press AI tools actually read: FT Adviser, Citywire, Money Marketing, Professional Adviser.
Monthly re-audit and iteration. Every time the AI models get an update (GPT-5.x, Gemini 3.x, Claude 4.x), we adjust so your firm keeps climbing.
No case studies yet. On purpose.
We launched in 2026 to build the playbook in public. Instead of borrowing other people's logos, we'll show you something more useful on our first call: a live AI visibility audit of your firm across ChatGPT, Perplexity, Gemini and Claude. You keep the report either way.
- ✓ 100+ real client questions tested live
- ✓ Side-by-side vs. your top 5 competitors
- ✓ 90-day roadmap, yours to keep
- ✓ No pitch unless you ask for one
FinancialService mark-up, advisers aren't linked to the FCA Register), where you're missing (zero FT Adviser bylines in 12 months), and the seven things we'd ship in the first 30 days to flip that resultWe're new. That's the offer.
The price of working with a brand-new specialist studio should be paid by the studio, not the client. So we built four promises into every founding-cohort engagement. The rest of what we bring to the table, the finance background, the wealth-sector experience, we'll talk through on the call.
Founding rate, locked.
Our first ten clients lock 60% off retail for the first 12 months, forever, if you stay.
Specialists, not generalists.
We work in UK wealth only. Strategy, audits and quality control are run by the founders, so every deliverable that leaves the studio is signed off by us before it reaches you.
90 days, then month-by-month.
An initial 90-day term so the work actually has time to show in the AI models, then it rolls month-to-month with one month's notice to cancel, any time, for any reason.
Skin in the game.
We track named-mentions across the major AI assistants from week one. If the trend isn't moving in your favour by the end of the initial 90 days, we sit down and rework the plan with you at no extra cost.
The honest questions first.
If we haven't answered it here, the call is the fastest way. 15 minutes, no pitch.
See who ChatGPT recommends
instead of your firm.
15-minute intro call to see if we can help. If it's a fit, we prepare a full AI visibility audit of your firm and walk you through it on a second, longer call (30 to 45 minutes). No pitch unless you ask.
Or email hello@ge-optimised.com