Welcome to The Advisers Toolbox.

We create essential technologies for public advice charities to speed up researching and compiling case notes. Our mission is facilitating front-line advisers’ most important work: counselling clients with skill and compassion.

Much of an adviser’s time is consumed with writing repetitive case notes and researching the legal implications of each client’s specific situation.

Consequently, the crucial time interacting with clients has become the minority part of an adviser's job. We provide professional advisers struggling with productivity with a toolbox of efficient technology to optimise their everyday work. Our team is dedicated to continuously improving and refining these tools over time to meet the changing needs of the advice industry.