Ammonite AI

Overview

Ammonite AI is a United Kingdom company selling Planbot, a report drafting tool for financial advice firms, launched in February 2026. Its co founders Rob Harradine, who is also chief commercial officer, and Caroline Duff are both former Chartered financial advisers with around thirty years of combined experience in wealth management, and previously built and sold their own advice business, with Duff also working as a paraplanner. Planbot converts an advice firm's existing manually populated templates into model driven documents, ingesting fact finds, meeting transcripts, pension policy documents, portfolio valuations, statements and fee schedules and populating the firm's own template in seconds. It is aimed specifically at suitability reports and annual reviews, the two documents that create the largest drafting backlog in a paraplanning team. The firm keeps control of the template and can change it on an ongoing basis without vendor involvement, and exported documents retain the firm's own layout, tone, voice and branding. The company reports that users have more than halved the time taken to produce a suitability report. Simpson Wood, an advice firm using the tool to clear an annual review backlog, is named publicly with its head of client servicing describing faster turnaround to clients. The founders position the product explicitly as assistive rather than autonomous, stating publicly that the model can make mistakes and that a human check is required at the end of the process to confirm the output remains compliant and suitable.

Details

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