About Us
AutoAdvise was founded by people who’ve lived the adviser experience from the inside and saw just how much of it was being wasted on admin.
Oren, our CEO, started his career on the Hargreaves Lansdown graduate scheme, rotating across investments, pensions, and financial advice technology teams. He earned the CII Diploma for Regulated Financial Advice and worked directly with advisers, compliance teams, and client support. It quickly became clear that great advice was being buried under hours of admin.
He earned a spot on the HL Strive Internship created by then-CEO Chris Hill and Mayor of Bristol Marvin Rees, a moment that shaped his career and commitment to meaningful innovation in financial services. But after years in the system, he saw a gap no one else was closing: tools that actually free up advisers to do what they do best: build relationships and give great advice, without forcing them to rip out their existing systems.
That’s why AutoAdvise was built. By advisers, for advisers.
Freddie, our technical co-founder, is a senior software engineer with deep experience in building secure, enterprise-grade applications. He’s previously led development at Imaginera, building complex systems for financial and insurance firms, and worked on forensic tools at Foster+Freeman, used in law enforcement across the globe. Freddie also contributed to digital education at H-FARM in Italy, helping bring creative tech thinking to young innovators. His combination of technical rigour and design empathy is at the heart of AutoAdvise’s simplicity and speed.
Our tools automate meeting notes and suitability reports, with one goal: to take away the 4+ hours a day advisers spend writing, typing, formatting, and worrying about compliance, and give them their time and confidence back.
AutoAdvise is not here to replace people. It’s here to protect them. From burnout, from liability, and from spending another Sunday typing up client notes.
