AI That Knows You
An advisor that remembers everything and gets smarter over time.
Every conversation you've had with a bank, an insurer, or a financial adviser - gone. You start from scratch each time, re-explaining your situation, your preferences, your history. It's exhausting.
Sage has persistent memory. Sage remembers that you prefer phone calls to emails. That you worry about school fees in 8 years. That your mother-in-law might need care support. That you once considered moving abroad.
But memory is only half the picture. Sage also cross-references your situation against official GOV.UK guidance in real time - pulling in the latest rules on wills, LPAs, inheritance tax, pensions, and more. You get answers grounded in both your personal context and official government information.
Key Benefits
How It Works
Every conversation captured
Voice calls, chat messages, and actions - everything relevant is stored in your personal memory layer.
Intelligent extraction
Sage identifies key facts, preferences, and relationships from your conversations and stores them semantically.
Contextual recall
When you return, Sage retrieves relevant context. Sage knows your situation before you say a word.
Continuous learning
With each interaction, Sage refines its understanding. Corrections are noted. Preferences are updated.
Ready to experience this?
Start with a 15-minute discovery conversation. Sage will learn about you and show you how ai that knows you works for your situation.