Guides
Practical guides on websites, email, security and AI automation, picked for financial advisers.
A financial adviser annual review preparation workflow: due lists from service agreements, client questionnaires, valuation packs and records of delivery.
How UK insurance brokers can use AI for renewal prep, ICOBS notice checks, mid-term changes and claims notifications, with advice and suitability kept human.
How UK advice firms can use AI for fact-finds, annual review prep, provider data and paraplanning drafts, with suitability and recommendations kept human.
Fix SPF PermError too many DNS lookups: how the 10-lookup limit is counted, how to audit nested includes, and safe ways to trim, move to subdomains or flatten.
Learn to read DMARC aggregate (rua) reports: what each XML field means, how to sort sources into legitimate, misconfigured and spoofed, and what to fix first.
Microsoft began disabling Exchange Web Services in Exchange Online in October 2026, ahead of full shutdown in April 2027. What UK firms should check now.
How UK accountancy firms can use AI for MTD for Income Tax deadlines, bookkeeping prep, client chasing and AML admin, with professional judgement kept human.
Email fraud protection for accountants: how invoice fraud and fake HMRC emails target practices, and how DMARC, MFA and client verification keep money safe.
How UK recruitment agencies can use AI for CV formatting, intake, compliance chasing and timesheets, keeping hiring decisions and right to work checks human.
A one-page email authentication checklist for small businesses: SPF, DKIM, DMARC, unsubscribe, MTA-STS, BIMI and parked domains, with the records to publish.
How to secure a small business website: lock logins with 2FA, keep software updated, use HTTPS and security headers, and keep tested backups: a checklist.
Stop scammers spoofing your email domain with SPF, DKIM and a DMARC policy of p=reject, plus lookalike domain monitoring. A step-by-step plan for any business.
Understand DMARC p=none, quarantine and reject, how SPF and DKIM alignment work, what changed in RFC 9989, and a step-by-step plan to reach enforcement safely.
Free checklist (PDF)
31 practical checks for financial advisers: website speed and mobile, Google Business Profile and reviews, email security, booking and enquiry handling, and AI search visibility. Each one says why it matters, and many link to a free tool that checks it.
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