A digital solution aimed at the majority of the UK population with less complex needs and smaller sums to invest, a group crying out for a financial planning solution instead of always being sold a product.
MoneySavvy answers the most important customer question of all: Am I/Will I be OK for money?
Designed by a highly experienced financial services team and a network of industry experts, the MoneySavvy APP gives every customer a personal “financial wellness” score telling them where they are and a tailored financial plan to achieve financial security and success for their family.
We will enter the market working with the Financial Adviser community, a group we know intimately, providing a solution for orphan clients they can no longer afford to service due to changes in regulation. This opportunity alone is conservatively 15 million people with £840 billion of assets that need attention.
The proprietary algorithm which powers our score and financial planning can never provide all the answers but we’re confident of the underlying principles and know that if a customer applies these to their finances, they’ll be better off and move toward an optimal financial position.
MoneySavvy is a team driven by a desire to create a solution that democratizes financial planning across the entire population and delivers security, quality products, financial wellness, and control.
For shareholders, our model is infinitely scalable, creates a huge recurring asset management and financial planning income business and is founded on happy, content and very sticky clients.