Our Use of Artificial Intelligence (AI)
At Temple Row Wealth Management, client trust, confidentiality and compliance are at the heart of everything we do.
We use artificial intelligence (AI) tools in limited, controlled ways to support our internal operations and enhance the service we provide to clients. These tools are used strictly under our internal AI Usage Policy, which ensures:
· All AI-supported work is subject to human oversight and professional judgement
· No personal client data is ever entered into external AI platforms
· We fully comply with all applicable regulatory obligations, including FCA guidelines and UK GDPR
AI is not used to provide financial advice, make investment decisions, or replace the personal relationship we hold with our clients. Instead, we use it to streamline administrative tasks, enhance reporting, and support strategic thinking – always with the highest standards of care.
We review our AI practices regularly and will continue to update our approach as technology and regulation evolve.
If you would like further information about our approach to AI, please contact us at: michelle@templerow.co.uk