Practice management software for UK financial advisers. Manage clients, cashflow, suitability reports and regulatory reporting in one connected workspace.
Built in the UK and used daily by an FCA-regulated firm — Arthur Browns Wealth Management Ltd (FCA no. 825843).
Watch the practice tour · fictional demo firm
Search by fund name, ISIN or SEDOL. Inspect available performance data and compare funds without leaving your advice workspace.
Keep client information together so your team can prepare plans, reports and reviews using a shared record.
Personal details, pensions, ISAs, property, debts, risk profile and Consumer Duty flags — one shared record with updates from supported integrations. Your team can access notes according to their permissions.
Cashflow projections, calculators and scenario modelling draw on the client record and your planning assumptions. Explore drawdown, crystallisation and gifting, then review the results before sharing a report.
Sync or upload provider statements — AJ Bell, Transact and more. Bloom matches statement lines to clients and flags unmatched items for review, tracks expected vs received, and shows your income trend and reconciliation status in one view.
Fair-value, target market and vulnerability flags captured as you advise — not bolted on quarterly. Prepare RMAR figures for RegData and review Consumer Duty MI using your client and accounting records. Check the inputs and complete your regulatory submission separately.
Draft a suitability report using the client's objectives, existing plans and your firm's fee structure. Financial tables use calculated values; recognised missing inputs are highlighted for review. AI-generated prose and compliance pre-checks support your work, but the adviser must verify the figures, reasoning and suitability before sharing.
Bring fact-find information, valuations, meetings and compliance work together. Check source records and assumptions as you prepare advice, with an audit trail for your team.
Bloom's notetaker joins your Zoom, Teams or Meet call. Afterwards, Bloom proposes the facts it heard — incomes, pensions, goals, and the soft facts that explain what the money is for — each with the client's exact words attached. Extracted meeting facts are proposed for your approval before being applied.
Add the notetaker to any video call from the meeting screen. It records, transcribes, and files the note against the client.
Every extracted fact arrives un-ticked, alongside the transcript quote that triggered it. You tick what's right — selected meeting facts are applied only after your approval.
Approved facts flow to the fact-find and cashflow, and suitability reports quote the client's own words — “you told us…” — with the source meeting and date on file.
Connect supported platforms and everyday tools
Platform feeds · provider access and setup required
Email, scheduling and meeting capture
One platform, priced per adviser — with free admin and paraplanner seats.
Replace a three-tool stack with one system. Run your practice, advise your clients, publish branded suitability reports, and claim your time back.
Delegate safely. Role-aware visibility means paraplanners and directors see everything, advisers see their own clients, and compliance has the audit trail it needs.
£99 per adviser per month, with free admin and paraplanner seats. External provider services may require their own accounts, licences or setup.
| Capability | Bloom |
|---|---|
| CRM & client records | Included |
| Cashflow modelling & calculators | Built in |
| Suitability reports | Built in |
| RMAR preparation & Consumer Duty MI | Built in |
| Client portal | Included |
| Protection comparison connections | Included |
| Shared client record | One client record |
| What it costs | £99 / adviser / monthBloom subscription; external licences may apply |
| Admin & paraplanner seats | Always free |
Compare the subscription with your own costs using our ROI calculator. See pricing and trial details. Provider availability and licensing vary by integration.
Read the documentation overview or talk to us about your firm's requirements.
Free 14-day trial. No credit card required. Contact us to discuss your migration requirements before moving your records.