Am I invested well?
See if your money is growing fast enough for your plan. You get an investment score, the return you need compared with your current return, and a breakdown of your holdings.
Get my wealth scoreInvestment Planning
Evaluate your investment portfolio and get tailored insights to optimise your portfolio, helping you grow your wealth.
Understand your investment plan
WealthCircle helps you understand how your investments are working for you and what to do next. Our tool answers your key investment questions, so you can make well-informed decisions and grow your wealth with confidence.
Do you hold the right amount of cash?
Find out if you hold more cash than you need. See what keeping extra cash could cost you by retirement compared with investing it.
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Where does my next £1000 go?
See the best accounts for your next £1000, split into short term needs and long term value. Compare what each option is worth, when you can access it and how much allowance is left.
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What if markets fall?
Test how a market drop would affect your plan. Choose how big the fall is and when it happens, then see the impact on your net worth, depletion age and legacy.
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Still have questions?
Ask WealthCircle
Ask your personal wealth intelligence assistant
- Am I invested well?
- Why is my investment score low?
- How much cash should I keep?
- What does keeping extra cash cost me?
- Where should my next £1000 go?
- How much ISA allowance do I have left?
- What return do my savings need?
- What happens to my plan if markets fall?
- How is my money split across my holdings?
- Should I invest my extra cash?
See how your investments can grow your wealth
