Play the long course of yourfinancial future
WealthCircle is your personal wealth co-pilot who ensures that your every shot lands you closer to your financial aspirations.
Purpose-built for professionals
WealthCircle guides you if your retirement plans are in order
Money looks backwards.
Wealth looks forward.
Tracking tools tell you where you’ve been. WealthCircle projects where you’re actually headed
Today
£528K
at Retirement
£1.2M
See your whole financial life, forwards
Know exactly where you're headed by projecting all your finances into the future
Insight
Your current growth rate on investments is falling short
Required Rate
5%
Current Rate
3%
Get answers you didn't know to ask for
Identify gaps in your plan before they become problems in the future.
Education Fund
56%
£50K
Annual spend
2032-2036
Track your financial goals
Set up lifestyle goals and track your progress update in real time.
Investments
£400K
Properties
£100K
Pension
£200K
Know exactly where your wealth sits
See how your wealth breaks down. Discover the details and allocate your wealth wisely.
See how ready you are for retirement
Get StartedA single view for everything you own
coming soonConnect your accounts with WealthCircle and get a consolidated, real-time view of your wealth
Pension
Investment
Banks and Others
Professional-class AI built for financial excellence
Turn your questions into answers
Get StartedWealth 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.
Built by financial experts
Our vision
Expertise built for the ultra-wealthy, now built for you
Our vision is to create a world where everyone has access to personalised, professional financial guidance that helps them achieve their unique financial goals and secure their future. WealthCircle was born from a simple observation: finding the right financial adviser shouldn’t be a matter of luck or limited networks. Too many people either go without professional financial guidance or end up with advisers who don’t truly understand their needs.
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.
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.
Start planning with
WealthCircle
Get Started