Phase 1 · Map the Present
See your whole financial picture
Bring every moving part — cash, pensions, investments, property, business and debts — into one secure place. In a few minutes you'll have a real-time single source of truth for your net worth, and the start of your plan.
Create your free account
No payment — this is a free wealth snapshot. You'll get instant access to your hub to complete your map.
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Your household
Children (optional)
Your accounts
Cash, savings, ISAs, pensions and investments — UK and US. Approximate balances are fine.
Assets & liabilities
Property, business interests, valuables — and any mortgages or loans.
Assets
Mortgages & loans
Your single source of truth
—
estimated net worth (approx., GBP)
This is your starting point. Your adviser can now build and stress-test your plan to age 95 — tax, retirement and legacy, across the UK and US. Anything can be edited later — nothing is locked.