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JP

James Parker

Individual

Net worth

£8,740,000

Assets

Global equities£4,020,400

Pensions£2,447,200

Fixed income£1,398,400

Cash and property£874,000

Potential gaps

Worth a closer look

Marloo found two areas to review before the next meeting.

Risk profile

Growth

ConservativeGrowth

James is comfortable with a growth portfolio and short-term market swings. His long time frame supports a higher allocation to global equities.

Milestones

Key dates ahead

SEP

3

2026

Mortgage fixed rate endsPayment may rise by ~£650/month. Review remortgage options.

OCT

14

2026

Pension allowance reviewCheck contributions before the end of the tax year.

MAR

5

2027

Suitability review dueRefresh objectives, capacity for loss and recommendations.

So much more than a notetaker.

27:11

Wherever advice happens

Whether it's Teams calls, client documents, phone conversations, or voice notes. Marloo works across every client touchpoint, not just the meeting.

Built for client relationships

Every conversation remembered. Every client understood more deeply. The longer you use Marloo, the more it does for you.

Real work, not just notes

Every note written. Every document drafted. Every task created. Every email handled. Advisers show up for the client. Marloo does the rest.

Advisers love Marloo

“We thought our existing AI notetaker was great… until we used Marloo. It's a 100% step up in quality, speed and ease of use. The customisable templates are a gamechanger. We've moved the whole Financial Planning team to Marloo.”

Rebecca Aldridge

Director, Balance Wealth

“It has changed my working world. Close rate with clients is up to 90%, work rate is ×4. Life changing.”

Paul Shorten

Adviser, Blacktower

“Marloo doesn't just transcribe; it captures the nuance - it understands what's important in financial advice conversations. If I'd only had Marloo a few years ago, life would have been so much better. It is absolutely, completely mind-blowing.”

Ritchie Salkeld

Joint Managing Director, Blacktower Financial Management UK

“Marloo saves me a huge amount of time, it allows me to complete meeting summaries and send follow up emails to clients in a fraction of the time that it used to take. This allows me to achieve more in a day, making our service more efficient and faster for our clients.”

Bertie Scott-Hopkins

Chartered Financial Planner, EXE Capital Management

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Your calling is advice,
not admin

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AI for financial advisers, built around advice