Is your financial life on track?Know your
wealth score
Score and improve your financial plan including retirement,
investments, tax plans, and more.
Bank level data protection
Read-only data access
Expertise built for the ultra-wealthy
now built for you
Access personalised financial insights that helps you achieve your unique financial goals and secure your future.
Retirement Planning
Visualise your financial future and get personalised insights to maximise your retirement income and ensures you stay on track with your goals.
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Investment Planning
Evaluate your investment portfolio and get tailored insights to optimise your portfolio, helping you grow your wealth.
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Tax Efficiency
See how much tax you pay and boost your savings by calculating how you can save by optimising your tax strategy.
Learn moreHear from customers like you
“I’ve been looking for a tool to replace spreadsheets for a while. So far, WealthCircle is far better than others.”
“I love it. The best I’ve used for retirement planning that reflects my own circumstances.”
Get a complete view of your journey ahead
Professional-class AI built for financial excellence
Ask WealthCircle
If I retire 5 years earlier, what income can I expect?
Based on your retirement plan, here is what to expect if you retire early
- Expected Income
- £12,560
- Sustainable Income
- £10,560
- Shortfall
- £2,000
Built by financial experts
Founded by veterans of UK’s largest wealth management firm
Britain’s largest wealth manager
Where our founding team built their careers
20+ years of experience
More than two decades of combined financial services experience.
Retirement planning experts
Deep UK pension and tax expertise.
Turn your questions into answers
Wealth is a household sport
Invite your family members and manage your wealth together
Richard Brooks
Emily Brooks
Peter Brooks
Household net worth
£800K
Add your family to WealthCircle
Invite your partner, or children so everyone's wealth lives in one place
See a combined view of household wealth
Combine individual accounts into a single picture of what your family owns together.
Identify growth opportunities across your family
Spot gaps and opportunities across everyone you manage.
Connect with an advisor who understands your unique goals
Our advanced algorithm matches you with advisors based on your specific financial situation.
Every advisor on our platform is vetted, and carries a track record we can stand behind.
Enterprise-grade security and controls
GDPR Compliant
Your data is handled in line with UK and EU data protection law
Bank level data protection
The same security standards used by major financial institutions.
Read-only access
We never move money or make changes on your behalf.
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WealthCircle
Analyse your wealth in under 5 minutes
