For UK financial advice firms
Keep the relationship when the wealth moves.
Over the next 30 years, around £5.5 trillion will pass between generations in the UK. Most of it sits today with clients over 65. When it moves to the next generation, most firms lose it — because the adviser never really built a relationship with the heirs.
The AUM you built can walk out the door in a single afternoon.
When a client passes, the assets pass too. If the next generation doesn't already know you, they take the money elsewhere — often to a firm they found the same week. Years of careful planning, gone the moment it matters most.
Baton Wealth fixes exactly that.
You invite a client's family into a shared space, and the platform does the hard part for you.
Plans in plain English
It translates your advice into language the family actually understands — so the next generation sees the value of what you do, early.
The right conversations, on time
It prompts the family to talk about gifting, inheritance and later-life planning at the right moments — with you at the centre of them.
Answers around the clock
It answers the family's questions any time, always pointing them back to you as the adviser they trust.
One client, three generations
The client keeps gifting during their lifetime, and the heirs already know their family's adviser. You keep the assets instead of losing them.
I'm speaking to a handful of firms before I build further.
To be sure I'm solving a real problem and not an imagined one. If you've felt this in your own book, I'd genuinely value 15 minutes of your time.
Or just reply to my email — a line of honest feedback is worth a lot too.