Take Charge of Your Financial Future
Most people drift through their finances, hoping they'll figure it out later. But wealth isn't built by accident—it's built by design. We help you create a clear financial roadmap, so Future you doesn't look back with regret.
Financial goals
1 of 3 complete
Making personal finances simple
Personal finances are scary. Not anymore.
Piece of mind
Everything in one place
See all your finances in one place, giving you clarity and control over your money.
Smarter decisions
If you fail to plan, you are planning to fail
Our budgeting tools and progress tracking keep you focused, so you can reach goals like paying off debt or saving confidently.
Build healthy habits
What gets measured, gets managed
Track and improve your financial habits consistently, setting you on a steady path toward long-term success.
How it works
Everything you need to manage your personal finances
Create a budget
Get a clear picture of your cashflow
Create a plan
Visualise and plan your financial future
Take guided action
Use round ups to save more, keep your budget on track, and track your investments
Track your progress
Watch your financial goals come to life with visual progress tracking.
Find an advisor
Get expert advice from a financial advisor when you need it
Say goodbye to messy spreadsheets
Everything you need to manage your personal finances
Create rules to get your saving more
Round up every transaction to the nearest pound, or transfer an amount when you spend on a particular category
Create rules to help you save
Tax yourself, grow your savings, build your wealth
Save on auto pilot
Round up every transaction to the nearest pound, you won't even have to think about it
Create a financial plan
Visualise and plan your financial future
See your financial position
View your net worth
Simulate your financial future
See what your financial future will look like
Create a budget
What gets measured, gets managed. Understand where your money is going
Manage every penny
Keep track of your spending
Connect your bank account
View and manage all your financial transactions
Track your stock
Track your investments
View all your investments in one place
Analyse your investments
Make better investment decisions
Track your properties value
See how your property value is growing over time. Get real time estimates on your property value
See properties in your local area
See what properties are for sale in your area
Understand your local market
See what properties have sold in your local area
Get insights into your budget
Our AI assistant can help you understand your budget and give you more insights
Understand your budget
Use our AI to understand your budget
Deep insights
Get deep insights into your financial future
Pricing plans
Choose the plan that best suits your needs and budget.
Starter
For people new to managing their personal finances
1 financial plan
1 budget
Track 1 investment portfolio
Pro
For people experienced with managing their personal finances
Unlimited financial plans
Unlimited budgets
Track unlimited investment portfolios
Got questions?
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