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Coming Soon

Wealth365 — in your pocket

Your complete UK financial plan, always at your fingertips. Pension projections, ISA balances, retirement scenarios — native on every major platform.

Get Notified at Launch Use the Web App Now

Available on every platform

Register your interest on the stores you use and we'll notify you the moment each submission is approved.

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Apple — App Store iOS & iPadOS
🕐 Coming soon to Apple — App Store
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Google — Google Play Android
🕐 Coming soon to Google — Google Play
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Microsoft — Microsoft Store Windows
🕐 Coming soon to Microsoft — Microsoft Store
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Amazon — Amazon Appstore Fire & Android
🕐 Coming soon to Amazon — Amazon Appstore

On your phone? Scan to get notified.

Once the app is live, this QR code will take you straight to the store listing on your device. For now, scan it to jump to our notify-me form — or simply scroll down to register your interest.

Everything you know, natively on mobile

The Wealth365 app brings the full planning suite to your phone — designed from scratch for touch.

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Live Portfolio Dashboard

See your net worth, pension pot, ISA balances, and investment holdings at a glance — updated in real time as you make changes.

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Pension & Retirement Planner

UK State Pension forecasts, PCLS calculations, drawdown modelling, and auto-enrolment projections — all in your pocket.

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Scenario Explorer

Run what-if scenarios on the go. Retire three years earlier? Increase contributions? Compare outcomes in seconds.

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UK Tax Engine

Income tax, NI, CGT, and dividend tax — all calculated to current-year HMRC thresholds, updated automatically each April.

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Goals & Milestones

Set financial goals — mortgage pay-off, school fees, retirement — and track your progress with a clear visual timeline.

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Bank-Grade Security

Biometric unlock, field-level encryption, and zero data sharing with third parties. Your financial data stays yours.

Designed for the way you actually check your finances

Quick glance on the commute. Deep-dive on the sofa. The Wealth365 app adapts to how you want to engage — from a single summary card to the full multi-decade projection ledger.

  • Swipe between your complete financial picture in seconds
  • Touch-optimised charts with pinch-to-zoom on projection timelines
  • Push notifications for annual allowance warnings and tax year reminders
  • Offline-capable — view your last projection without a data connection
  • Syncs seamlessly with your existing Wealth365 web account

Frequently asked questions

When will the app be available?
We're working through the store submission process for all four platforms simultaneously. Sign up with your email below and we'll notify you the moment each store listing goes live — no spam, one email per platform approval.
Will the app be free?
The app uses the same account and subscription as the web version. If you already have a Wealth365 subscription, the app is included at no extra cost. Free trial accounts can also use the app within the trial limits.
Will my existing data sync automatically?
Yes. The app shares your account with the web platform. Log in with the same email and everything — your plan, projections, documents, and goals — is already there.
Which devices are supported?
We're targeting iOS 16+ (iPhone and iPad), Android 10+, and Windows 10/11 at launch. The Amazon Appstore build supports Fire tablets and compatible Android devices.
Is my financial data safe on the app?
Absolutely. The app uses biometric unlock (Face ID / fingerprint), stores credentials in the device's secure enclave, and all data is encrypted in transit and at rest. We do not share your financial data with any third party, and we never will.
Can I use the web version now?
Yes — the full Wealth365 planning platform is available on the web right now, optimised for desktop and tablet. Start your free trial and your data will be waiting when the app launches.

Built with security at the core

The same protections that guard your web account apply to the mobile app — no compromises.

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Biometric Unlock Face ID, Touch ID, or fingerprint — your plan opens only for you.
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Field-Level Encryption Financial data is encrypted end-to-end, not just in transit.
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UK GDPR Compliant Your data stays in our infrastructure. We never sell or share it.
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Zero Third-Party Data Sharing No Open Banking, no data brokers. Manual entry only.

Read our full security & data protection policy.

Be the first to know

Leave your email and we'll send you a single notification — per platform — the moment each store listing goes live. No marketing emails, no spam.

By submitting you agree to our Privacy Policy. We store your email solely to notify you of app store launches and will not send unrelated marketing.