Choose the plan that fits your needs. All plans include full access to our UK financial planning tools.
Try before you commit
Personal financial planning
Plan as a couple
Planning software, CRM & case management, and qualified client leads — one subscription
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
No. All plans are month-to-month (or annual if you choose). Cancel anytime with no penalties.
We accept all major credit cards and debit cards. Advisor plans can also pay by invoice.
Yes, we offer volume discounts for larger practices. Contact us for a custom quote.
“The scenario comparison made it crystal clear — we could retire 3 years earlier than we thought.”
“Wealth365 handles tax properly, generates client-ready reports, and doesn’t cost a fortune.”
“The ISA vs Pension optimiser alone saved me thousands. It’s like having a financial adviser on speed dial.”