Search
Transformation at Foster Denovo with COO Helen Lovett
Over the last twelve months, we have experienced one of the most significant periods of evolution in our history. With seven acquisitions, the creation of entirely new roles, and the adoption of AI-driven solutions, the pace of change has been fast, but purposeful.
Key Highlights
- AI is helping advisers cut out repetitive tasks and focus on value-added client interactions.
- We have completed seven acquisitions in the past year, ensuring cultural alignment throughout.
- Integrating acquired firms immediately reduces uncertainty and builds confidence among teams.
- Growth creates new roles and pathways, giving advisers more opportunities than ever before.
- Our forward-looking adoption of AI tools enhances efficiency across private wealth and employee benefits.
Episode Details
How is AI transforming financial advice?
We see AI as a breakthrough technology finally delivering on its promise. Large language models and automation free our advisers from repetitive administrative tasks, allowing them to spend more time on what matters most: client engagement and tailored advice.
“AI makes humans more human.”
Why does culture matter in acquisitions?
For us, the human side of acquisitions is critical. By integrating new firms immediately, we avoid the anxiety and uncertainty that prolonged transitions can create. We believe that cultural alignment is the foundation of every successful acquisition.
“We don’t just acquire firms; we integrate cultures.”
What new opportunities are emerging for advisers?
As we continue to grow, our advisers benefit from fresh opportunities and career progression. New roles emerge naturally as the business expands, enabling individuals to develop their skills and take on greater responsibilities. We’ve seen how acquisitions and innovation create space for talent to thrive.
“Growth at Foster Denovo creates new roles, fresh opportunities and space for our advisers to thrive.”
About the Guest
We are proud to have Helen Lovett as our Chief Operating Officer. With extensive experience in leadership, operations and business integration, she plays a central role in driving growth and cultural alignment across the firm. Helen is also a strong advocate for the adoption of AI and innovative tools that enhance adviser efficiency and client service. Read more about Helen and her leadership journey in our Women in Finance blog.
FAQs
How does Foster Denovo use AI?
AI automates routine tasks so advisers can focus on clients.
What makes Foster Denovo’s acquisition strategy unique?
We prioritise cultural integration as much as operational alignment.
Can I join Foster Denovo as an adviser?
Yes! Visit our recruitment page to learn more.
Listen on your preferred platform
You might like
© Foster Denovo All Rights Reserved
Foster Denovo Limited is registered in England and Wales Reg No. 05970987. Registered office: Ruxley House, 2 Hamm Moor Lane, Addlestone, Surrey, KT15 2SA. Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/. The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of buy-to-let mortgages. Some of the fees we charge may be subject to VAT, but we’ll let you know in advance if this is applicable. VAT No. 904 450 842. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. If you click on a link and leave the Foster Denovo website, we cannot be held responsible for the content of the external website.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.