The Personal Finance Society (PFS) 2025 Autumn Roadshow began with its first event in Surrey on Thursday, the first of a series of events designed to support professionals with wealth and cashflow planning, and explore the topics intrinsically linked to helping clients plan for their future.
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI. Madeleine said: “the future is specialised AI that can act on your behalf … [it] doesn’t go to sleep, it works 24/7 … AI is always on and rewiring time, access and industry expectations”.
In a snap survey of members in the room, Madeleine asked: “Where is your firm in terms of adopting AI?”. 21% said AI was embedded, 56% said they were experimenting, and 23% said they have not yet started. In her address, she noted that AI in professional services surged 40% in 2024 with ‘measurable gains in productivity and accuracy’.
Addressing the way in which client interactions can be honed across the board, Madeleine highlighted how AI can streamline the client onboarding process, automate compliance monitoring, provide generative client engagement, and supercharge portfolio rebalancing.
The PFS Autumn Roadshow is set to visit 10 further locations across the UK throughout September and October, bringing together experts and practitioners to demonstrate both the technical and practical application of cashflow planning as an essential tool for helping clients visualise the impact of a long-term financial plan.
Carla Brown, President of the PFS, said:
“We are delighted to be delivering the 2025 PFS Autumn Roadshow for our members, bringing together professionals from across the UK to focus on one of the most powerful themes in financial advice, ‘Wealth and cashflow planning: helping clients visualise their future’. These events are an opportunity for advisers to connect, learn, and share best practice, and I am proud that the PFS continues to support our members to thrive, evolve, and deliver the highest standards of advice.”
Further details and registration can be found here.
