Built by SJP Partners for SJP Partners.

Technology solutions, built by SJP Partners for SJP Partners. Currently used by 15% of Partner Practices and accounting for a huge £2.5bn of annual inbound FUM.

+30k

LOAs Created 2025

+1000

Users on Platform

£2.5bn

FUM forecast to process 2025

Auto.SL

Manual suitability letters take hours. Auto.SL cuts that to under 3 minutes, without compromising.

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Auto.End-to-End

Auto.End-to-End handles the full journey from digital LOA to final report.

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Auto.Extract

LLM-powered extraction that turns messy provider documents into structured data AutoSL can use immediately.

Auto.Extract

Auto.CYC

Automated critical yield calculations that run alongside AutoSL—no more manual CYC forms holding up your pension transfer advice.

Auto.CYC

Digital.LOA

Digital Letter of Authority with automated chasing—because your team shouldn't be following up on paperwork.

Digital.LOA

AI powered automation for the St. James’s Place Partnership.

Tweed.AI, by Behavioural Finance Ltd, delivers AI powered automation for the St. James’s Place Partnership. We specialise in suitability letters, pension transfer reports, CFR extraction, and end-to-end workflows – helping advisers save time, reduce risk, and scale confidently. Trusted by 210 SJP practices and over 620 advisers, Tweed.AI is forecast to process £2.5bn of funds into SJP in 2025 and more has processed over 24,000 LOAs in 2025.

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What Our Clients
Say About Us

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Game-changer

Tweed.AI has been a game-changer for our practice. The accuracy, speed, and compliance standards give us an edge in serving clients efficiently.

Richard Hewlett

CEO, Clearwater

More time with clients

By partnering with Tweed.AI, we’ve dramatically reduced the time our advisers spend on admin. That means more time with clients, and more confidence in our compliance processes.

Richard Balaes

Group MD, AAG Wealth Management

How to Start

01

Book a 15 minute demo

02

Agree the best solution for your Practice

03

Onboard your team, see the difference it makes

Frequently Asked Questions

How is Tweed.AI different from outsourced paraplanning?

Unlike manual outsourced paraplanners, Tweed.AI automates suitability letters, pension transfer reports, and full workflows. This means turnaround in hours instead of weeks, at a fraction of the cost, with compliance safeguards built in.

Is Tweed.AI approved for use within SJP Partnership?

Yes! Tweed.AI is built exclusively for SJP Partners, already live in over 210 practices with 624 advisers onboarded. It is ISO-certified and designed to meet the Partnership’s compliance requirements.

What savings can my practice expect?

Across the Partnership, Tweed.AI is projected to save over £110M annually versus traditional outsourced paraplanning. Individual practices already report savings of £35M per year through Auto.SL alone.

How secure is client data with Tweed.AI?

We hold ISO 27001, ISO 9001, and Cyber Essentials Plus certifications. All data is processed and stored in the UK, with full encryption and audit trails to meet FCA and SJP compliance standards.

Do I need technical expertise to use Tweed.AI?

No. Advisers access tools through simple web apps or mailbox submission. Workflows are automated in the background, so teams can scale without needing new technical skills.

How quickly can we get started?

Most practices are live within days. We provide onboarding support, adviser training, and compliance guidance to ensure a smooth rollout with immediate impact.

AI knowledge & masterclasses

Blog

How AI Automation Transformed Life as a Paraplanner

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Blog

Driving Growth with AI Automation in Financial Advice Practices

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Blog

A Faster, Smoother Pension Transfer Thanks to AI

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Blog

How Automation Reduces Errors and Delights Clients

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