Meet Charlie
A Family Capital AI assistant. Ask about pensions, tax, protection, investments — the lot. Charlie gives guidance, not advice, and won't make things up (on its better days).
Before we start
Charlie is an AI. Helpful, usually right, occasionally confidently wrong. Nothing it says is personal financial advice — that's a regulated activity and needs a human. We'll point you to one if you want.
Your conversation is separate from any client system we run. If you're already a client, Charlie doesn't know that. By design.
Prove you're human
Pop your mobile number in and we'll text you a code. That's all — no account, no password, no spam.
Terms & privacy (the full version)
Placeholder copy — to be drafted.
Covers: GDPR & data handling. What we store and for how long. Not personal advice. AI disclaimer. Case studies used with client permission only. Model choice (Claude / ChatGPT).