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Resources & Training

Everything you need to get the most from Wealth365. User guides, feature overviews, and downloadable resources for individuals and advisors.

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Financial Planning Guides

Free, plain-English guides covering pensions, ISAs, tax, retirement planning, inheritance, and investment risk. Educational content to help you understand your options.

Browse All Guides →
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Blog & Insights

Articles on tax year changes, retirement benchmarks, pension strategies, and when to consider professional advice. Updated regularly.

Read Latest Articles →
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User Guide

Step-by-step guide covering every feature of the Wealth365 platform, from initial setup through to advanced scenario planning.

Read Online Guide → Download PDF (Individuals) → Download PDF (Advisors) →
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Feature Guides

Animated overviews showing what each part of the platform does and how to use it.

Browse Feature Guides →
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MoneyHelper Resources

MoneyHelper is a free, government-backed service offering impartial guidance on pensions, savings, and financial wellbeing. We link to their resources throughout our guides.

Visit MoneyHelper → Free Pension Wise Guidance →
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Find a Financial Adviser

Browse FCA-regulated advisory firms in our directory. Search by name, location, or specialism to find the right adviser for your situation.

Browse Adviser Directory →

Guide Topics

Comprehensive documentation covering every aspect of the platform

Getting Started

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Your planning journey from sign-up to first projections.

All Users PDF
  • The app guides you through nine tabs: Plan, Setup, Fact Find, Overview, Goals, Projections, Reports, and Scenarios
  • Start with the basics and expand as needed — not every section is required
  • Use the Setup tab to enable only the panels relevant to your situation

Plan & Subscription

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Choosing a tier, billing options, and managing your subscription.

All Users PDF
  • Free Trial: 90 days, full access, no credit card required
  • Individual: £9/month for personal financial planning
  • Family: £15/month for joint planning as a couple
  • Save 20% with annual billing; payments via Stripe

Setup & Configuration

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Household types, profile presets, and planning assumptions.

All Users PDF
  • Household: Individual, Couple, or Family
  • Presets: Essential, Homeowner, Investor, or Comprehensive
  • Assumptions: Inflation (default 2.5%), growth rates, property growth, opening balance date

Fact Find

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Entering income, expenses, assets, liabilities, and protection.

Individuals PDF
  • Income: Employment, self-employment, dividends, rental, other
  • Assets: Pensions (SIPP, workplace, DB, state), ISAs, GIAs, cash, property
  • Liabilities: Mortgages, loans, credit cards, student loans
  • Protection: Life insurance, critical illness, income protection

Plan Overview

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Understanding your net worth dashboard and life journey timeline.

All Users PDF
  • Net Worth: Total assets minus total liabilities
  • Asset Summary: Breakdown by category
  • Income vs Expenditure: Annual comparison
  • Life Journey Timeline: Key milestones and events

Goals & Life Events

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Setting retirement targets, education goals, and milestones.

Individuals PDF
  • Retirement: Target age, desired income, pension access strategy
  • Life Events: Major purchases, moving house, career changes
  • Education: School fees, university costs
  • Legacy: Inheritance planning, gifts, charitable donations
  • Prioritise each goal as Essential, Desirable, or Aspirational

Projections & Charts

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P&L, cash flow, balance sheet, and visual trend analysis.

All Users PDF
  • Profit & Loss: Annual income minus expenses and tax
  • Cash Flow: How cash moves in and out each year
  • Balance Sheet: Assets, liabilities, and net worth at year end
  • Use the Year Slider to step through each tax year; click any value to drill down

Reports & Export

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PDF reports, Excel export, templates, and Meeting Mode.

All Users PDF
  • Templates: Quick Summary, Full Review, Annual Review, Cashflow Analysis, Comprehensive
  • Custom Reports: Choose from over 20 sections
  • Export: PDF, Excel, and direct print
  • Meeting Mode: Presentation-friendly slide view for client meetings

What-If Scenarios

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Creating, comparing, and promoting financial scenarios.

All Users PDF
  • Quick Copy: Duplicate your base plan and modify freely
  • Guided Wizards: Retire earlier, buy a home, increase contributions, and more
  • Side-by-side comparison of pension pot, income, net worth, and estate values

UK Tax Rules (2025/26)

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Income tax, pension allowances, CGT, and ISA rules.

All Users PDF
  • Personal Allowance: £12,570
  • Pension Annual Allowance: £60,000
  • ISA Allowance: £20,000 (tax-free)
  • State Pension: £230.25/week (£11,973/year)
  • CGT Exempt Amount: £3,000

Client Management

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CRM, client onboarding, KYC/AML, and white-label setup.

Advisors PDF
  • Track clients, plans, and review dates
  • Built-in KYC/AML compliance workflows
  • Token-based client onboarding questionnaire
  • Bulk reporting across multiple client plans

White-Label Branding

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Customising the platform with your firm's identity.

Advisors PDF
  • Upload your firm's logo and set brand colours
  • Custom report headers and footers
  • Client-facing portal with your branding

Smart Tools

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Portfolio tracker, tax calculator, state pension explorer.

All Users PDF
  • Portfolio Tracker: Monitor investment performance
  • Tax Calculator: 2025/26 income tax, NI, and take-home pay
  • State Pension Explorer: Optimal claiming strategy
  • ISA vs Pension Optimiser: Compare tax-efficient wrappers

Feature Guides

Animated overviews of key features to help you get started

Platform Overview

An animated tour of the main screens, from Plan setup through to Scenarios and Reports.

All Users
Setup screenshot
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Setting Up Your Plan

Overview of household types, profile presets, and assumption settings.

Individuals
Fact Find screenshot
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Completing Your Fact Find

See how the Fact Find categories work and what data you can enter.

Individuals
Scenarios screenshot
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What-If Scenarios

How the scenario system lets you explore different financial paths.

All Users
Advisor dashboard screenshot
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Client Onboarding for Advisors

Overview of the advisor dashboard, branding, and client setup flow.

Advisors
Reports screenshot
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Meeting Mode & Presentations

See how Meeting Mode helps present plans and generate reports.

Advisors
▶ View All 9 Step-by-Step Walkthroughs

Downloadable Guides

PDF versions of our documentation for offline reading

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Sample Financial Plan Report

See what a Wealth365 report looks like — complete with charts, projections & scenario analysis — PDF
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Individual User Guide

Complete guide for personal financial planning — PDF
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Advisor User Guide

Platform guide with client management & white-label features — PDF

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