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“11 UK startups to watch, according to investors” • Sifted
“Bridging the advice gap” • Financial Times
▶ ACHIEVE ULTIMATE FINANCIAL HEALTH
- Experience a comprehensive financial health launchpad
- Seamlessly manage every aspect of your financial life
- Benefit from AI and human-driven smart insights, and next-generation guidance
- Navigate the present with expert support while securing your financial future
▶ GET 1:1 COACHING FROM EXPERTS
- Access fully qualified financial coaches with extensive experience
- Develop a live, dynamic action plan for your future
- Message and schedule calls with your coach at your convenience
- Collaborate to shape the future you desire and deserve
▶ GAIN A HOLISTIC UNDERSTANDING OF YOUR WEALTH
- Obtain a clear overview of your net worth
- Analyse spending habits and create dynamic budgets
- Explore investment holdings and receive new suggestions
- Understand your attitude towards risk
▶ FORMULATE A BESPOKE ACTION PLAN
- Align goals with your financial coach to match personal aspirations
- Identify and prioritise tasks crucial for achieving financial goals together
- Schedule regular check-ins to track progress and stay on track
- Adjust strategies based on feedback and changing financial situations
▶ SEE YOUR ENTIRE PORTFOLIO
- Connect your accounts to seamlessly compile a comprehensive view of your portfolio
- Monitor the overall performance of your investments across various accounts and platforms
- Utilise aggregated data to identify trends, patterns, and correlations in your holdings
- Collaborate with your coach to develop and refine strategies for optimising asset allocation