Answer a few friendly questions. Get a personalised financial plan with projections, tax savings, and clear next steps. Like chatting with a knowledgeable friend who happens to be a financial planner.
Start your free plan →No email required. Takes about 5 minutes.
Your AI financial planner
No forms. No spreadsheets. Just a friendly conversation that turns into a real plan.
Answer simple questions about your income, savings, and goals. One thing at a time, at your pace. Skip anything you don't know.
Get a visual breakdown of your retirement projection, tax savings, protection gaps, and what to do next. Charts, not spreadsheets.
Drag sliders to see how saving more, retiring earlier, or adding a partner changes your outlook. Instant visual updates.
The same analysis that costs £150+/hour from a human adviser. Free, instant, and in plain English.
See exactly when you can retire and what lifestyle you can sustain. Visual timeline showing your pension pot growing year by year.
Find money you're leaving on the table. ISA allowances, pension tax relief, capital gains planning. Specific savings, not generic tips.
Check if your family is covered. Life insurance, critical illness, income protection. We flag the gaps that matter based on your situation.
Add your partner's details for a combined household view. See joint projections, coordinate tax strategies, and plan together.
We don't sell products or take commissions. We don't need your email to give you a plan. We just believe everyone deserves to understand their finances.
40% of UK financial advisers will retire this decade. The advice gap is widening. WealthPilot exists to make good financial planning accessible to everyone.
Not a robo-advisor. Not a chatbot. A proper financial planner that happens to be powered by AI.
| Capability | Robo-Advisors | Human IFA | WealthPilot |
|---|---|---|---|
| Cashflow modelling | ✗ | ✓ | ✓ |
| Tax optimisation | ✗ | ✓ | ✓ |
| What-if scenarios | ✗ | ✗ | ✓ |
| Partner planning | ✗ | ✓ | ✓ |
| Protection review | ✗ | ✓ | ✓ |
| Available 24/7 | ✓ | ✗ | ✓ |
| Cost | 0.25-0.75% | £150+/hr | Free |
It takes 5 minutes. No sign-up. No commitment. Just a clear picture of where you stand and what to do next.
Start your free plan →