A named presence in the family’s Hub, working between meetings.

Every firm names their own. It keeps the record current, watches for what is missing, briefs you before you walk into a meeting, and answers the family’s questions in between.

The companion prompt bar in a family Hub, with suggested questions the family can ask

It answers

The family asks it anything, in their own words

“Where is our will held?” “How much is in our pensions?” “I have a savings account with £5,000 at Nationwide.” The family can ask or tell it anything, and it either answers from their own records or proposes an update for you to confirm.

The alerts page showing an open power of attorney gap and a pension nomination needing review

It watches

It finds what is missing, years before it matters

The companion checks the Hub for gaps and stale records, then raises them in plain English with a one-tap answer for the family. No power of attorney in place. A pension nomination nobody has reviewed. Small things, caught early, that become the difference later.

The family Hub showing what the companion is currently flagging, each item toned by urgency

The family sees what needs attention, not a to-do list

What the companion is flagging sits on the family’s own front page, toned by urgency, next to the legacy essentials it is tracking. Nothing nags, and nothing is hidden until a meeting.

The adviser workspace showing planning opportunities spotted across the whole book

You are prepared before you sit down

Before a meeting the companion writes you a short brief: what has changed since last time, what is still open, and the planning opportunities it has spotted across the family. You read it on the way in.

A video library that knows which video this family needs.

Every Hub ships with a library of short, plain-language films on the subjects families actually ask about: writing a will, trusts, inheritance tax and lifetime gifting, what happens to a pension on death, pension consolidation, later-life care, financial scams, compounding, time in the market, why cash is not safe, and the benefit of independent advice.
The Learning page showing videos recommended for this family because of what is flagged in their Hub

Picked because of what is flagged in their Hub

The library is the same for everyone. What is recommended is not. When a family has no power of attorney recorded, later-life care rises to the top. When a nomination is going stale, so does the film about pensions on death. The matching is done by ordinary rules against that family’s open alerts, so it is predictable and explainable. The companion only points at it.

Education is how the next generation meets you.

The children of your clients are unlikely to book a meeting with you at thirty. They will watch a four-minute film about what happens to a pension when someone dies, inside a Hub with your firm’s name on it. That is the beginning of the relationship you need in twenty years.

Reassuring the person who has to sign this off.

Every figure computed by code, an audit trail nobody can rewrite, and a clear answer on where family data lives and what the AI can see.

Your Family Financial Hub is a product of Independent Check Ltd · info@independentcheck.co.uk
Not a financial promotion. Does not constitute regulated investment advice.