BETA Early Access — 25 individual + 5 IFA founding places (5 clients each). Beta full — join the waitlist! Join Waitlist →

Features Download

👤 For Individuals DIY retirement & wealth planning 💼 For Advisors Planning, CRM & client leads 🤝 Lead Generation Get new clients via our directory

🔍 Find an Adviser Browse FCA-regulated firms

Pricing About

💰 Tax Calculator Free UK income tax calculator 🌟 State Pension Explorer Forecast your State Pension 💲 ISA vs Pension Compare tax-efficient savings 💼 Pension Admin Toolkit LOA, Transfer Tracker, Bereavement, Finder

📚 Guides Pensions, ISAs, tax & retirement 📰 Blog & Insights Articles & news 📖 Help & Training User guides & feature videos 👥 Case Studies 7 planning stories — from FIRE to IHT ▶ Video Walkthroughs Step-by-step animated guides

Login Try Demo Start Free Trial

Features Download the App

Solutions For Individuals For Advisors Lead Generation Find an Adviser

Pricing About

Free Tools Tax Calculator State Pension Explorer ISA vs Pension

Resources Guides Blog & Insights Help & Training Case Studies Video Walkthroughs

Login Start Free Trial

Home/ Find an Adviser/ Root Sitemap Adviser

R

Root Sitemap Adviser

Root Sitemap IFA 8ddaa07a

FCA# 406967

Practice Details

FCA reference 406967 FCA Register ↗

Enquire with Root Sitemap Adviser

Send a message directly — no obligation, no spam.

Browse Directory

Contact

Full firm profile View firm page ↗

Professional UK financial planning tools for individuals and advisors. Built with 2026/27 tax rules, pension calculations, and comprehensive wealth projections.

Product

Features Pricing Resources For Individuals For Advisors Find an Adviser Case Studies Refer a Friend Affiliates & Partners

Company

About Us Our Calculations Security Download the App Status Advertise with us Contact Us

Legal

Privacy Policy Terms of Service Cookie Policy Disclaimer Complaints

@wealth365uk Wealth365 on LinkedIn

🔐 AES-128-CBC Encryption

🛡️ CSRF Protected

🇬🇧 UK GDPR — see our Privacy Policy

💳 Stripe Payments

📋 7-Year Audit Log

Important: Wealth365 provides illustrations and calculations only, not regulated financial advice. We are not authorised by the Financial Conduct Authority (FCA). All projections are based on assumptions and may not reflect actual outcomes. For personalised advice, please consult an FCA-regulated financial adviser. Learn about our methodology.

No FOS or FSCS protection: Because Wealth365 is not FCA-authorised, our service is not covered by the Financial Ombudsman Service (FOS) and your use of Wealth365 is not protected by the Financial Services Compensation Scheme (FSCS). If you have a complaint about Wealth365, please see our Complaints Procedure.

© 2026 Wealth365 Ltd. All rights reserved. UK 2026/27 tax rules. All values in British Pounds (GBP).

Wealth365 Ltd is registered in Northern Ireland (company number NI740485). Registered office: 19 Milltown Street, Warrenpoint, Co. Down BT34 3PS.

This service is intended for UK residents only and is not available or suitable for users in other jurisdictions.

We use essential and functional cookies to keep Wealth365 running, and optional analytics cookies (Google Analytics 4) to help us improve the service. Cookie Policy