Our approach to Artificial Intelligence (AI)
Our Approach to Using Artificial Intelligence (AI)
At Citywide Financial Partners, we use Artificial Intelligence (AI) thoughtfully to enhance the quality, efficiency and consistency of our work – while maintaining the highest standards of professionalism, confidentiality and excellence in client servicing.
How we use AI
We may use approved AI tools to support internal processes such as drafting, research, note-taking and administrative efficiency. These tools help our team work more effectively, allowing us to focus more time on delivering value to our clients.
Every piece of financial advice we give is shaped and delivered by an experienced human adviser. While we use AI tools to support administration, decisions and recommendations always remain firmly in human hands.
Our safeguards
We recognise that with new technology comes responsibility. Our use of AI is guided by clear principles:
- Human oversight at all times
All AI-generated material is reviewed by a qualified member of our team before it is used, shared or relied upon.
- Confidentiality and data protection
We do not input confidential or client-identifiable information into public AI tools. All data is handled in line with our data protection obligations, including GDPR.
- Accuracy and accountability
AI is used as a support tool. We remain fully responsible for all advice, communications and outputs we provide.
- Ethical use and transparency
We are committed to using AI in a way that is fair, unbiased and aligned with our professional standards. We use AI responsibly and transparently and you may request additional information about the use of AI in the firm byt contacting us (details below).
What this means for our clients
Our use of AI enhances our service but does not replace the expertise, judgement and personal advice that our clients expect. Every recommendation or piece of work you receive from us is reviewed, validated and tailored by an experienced professional.
Contact us
If you have any questions about our Approach to AI please contact us at:
Citywide Financial Partners Limited
Riverbridge House
Guildford Road
Leatherhead
Surrey
KT22 9AD