See Your Finances Clearly, All in One Place
Try our new personal finance dashboard. Add your assets, spending, insurance, pensions, investment, crypto…if it has a value, key it. Gain instant insights on key financial questions:
It takes just 5–10 minutes. We don’t ask for sensitive info. No bank logins, no policy numbers, not even your home address. Just your email and some high-level details to see where you stand on your financial journey. Once your profile’s complete, your trusted adviser can review it and offer more tailored 1:1 guidance. Try it now — it’s free, secure, and evolving. Your feedback helps us shape the tool around you.