Built for independent UK advice firms

Cashflow planning built for the client meeting.Client tracking that feeds every plan.One system. No re-keying.

Model what-ifs in seconds-not after you have copied client data into a second tool. One client record powers every plan, every scenario, every report.

One source of truthBuilt for the meetingReplace two subscriptions

Book a 20-minute call Start your free 30-day trial

One source of truth

Client data flows into every plan automatically

Built for the meeting

Instant what-ifs while the client is in the room

Remembers your clients

Plans stay linked to the people behind the numbers

Replace two subscriptions

One licence instead of CRM plus planning

Priced for independents

Per-user pricing tailored for smaller firms

Consumer Duty ready

Review scheduling and a clear suitability trail

Great planning is undermined by everything around it.

Split systems, stale data, and tool-switching-not weak models. Most firms feel this daily.

Your planning tool slows you down in meetings

Exit the plan, re-enter assumptions, re-run, wait. Clients notice-and it undermines the advice you are there to give.

You are paying for two tools that do not talk

Re-keying client data into your planning tool, plans going stale when details change, and two versions of the truth. It is friction every day-and it adds up on the invoice.

Your client data lives in a spreadsheet

You know a shared workbook is not good enough for Consumer Duty-but a purpose-built stack felt priced for networks, not a firm your size.

Annual reviews live in someone's head

Without a proper review rhythm, missed reviews become a regulatory risk-and an awkward conversation when a client has not been seen in eighteen months.

Your tech stack costs more than it should

A three-adviser firm on a typical CRM plus planning stack can spend £700–900 a month. Real money when margins are tight.

Institutional-grade cashflow.
Without the enterprise stack.

Client data flows in automatically-you stay in the plan.

In-meeting scenario mode

Adjust retirement age, spending, or investment strategy and show the impact instantly-without leaving the conversation.

Interactive co-planning

Charts clients actually understand. Turn complex projections into a clear narrative that builds trust in the room.

UK tax-smart engine

Automatic optimisation across ISAs, SIPPs, and GIAs with drawdown strategies aligned to UK rules.

Resilience testing

Stress test against market shocks or stochastic simulations-institutional depth without institutional clutter.

One source of truth

Enter client details once. Every plan stays current when circumstances change-no export, no re-keying, no version drift.

Reports and suitability trail

Client-ready PDFs plus a clear history of assumptions and changes. Review scheduling keeps Consumer Duty on track.

Interactive cashflow modelling

Bring plans to life with charts that respond in the meeting. Retire at 58, sell the business, change strategy-show the impact while it still matters. Client data is already in the system, so you are not switching tools mid-conversation.

Tax-efficient drawdown strategies

The engine calculates the most tax-efficient way to fund lifestyle across wrappers-without you rebuilding the case in a separate tool when the fact find updates.

Professional, client-ready reports

Clear, actionable insights-not 50-page PDFs clients never read. Every output ties back to the same client record your team already maintains.

Stop switching tools mid-advice.

Planwright is one login for the work that matters: accurate client records, living plans, and meetings that keep pace with the conversation.

One record, every plan
Update a client once-cashflow, assumptions, and reports reflect it. No copying between systems.
Stay in the plan in meetings
Scenario changes run in seconds, in the same screen your client is watching.
Reviews without a second system
See who is due, track the trail, and keep Consumer Duty defensible-without enterprise pricing.

UK hosted

GDPR compliant

Consumer Duty focus

Scenario: Early Retirement

Client: The Harrison Family

Client ReadyAnnual review due in 14 days

Inflation shock modelled

CPI + 2.5% over 10 years

Life expectancy extended

Modelled to age 95 and 98

Market drop sustained

Portfolio drop of 20% absorbed

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Insights

Planning perspectives, Consumer Duty, and practice operations.

Practical commentary for UK advice firms-cashflow, compliance, and running a modern planning practice.

Visit Insights

Cashflow planning built for the client meeting.Client tracking that feeds every plan.One system. No re-keying.

One source of truth

Built for the meeting

Remembers your clients

Replace two subscriptions

Priced for independents

Consumer Duty ready

Great planning is undermined by everything around it.

Your planning tool slows you down in meetings

You are paying for two tools that do not talk

Your client data lives in a spreadsheet

Annual reviews live in someone's head

Your tech stack costs more than it should

Institutional-grade cashflow. Without the enterprise stack.

In-meeting scenario mode

Interactive co-planning

UK tax-smart engine

Resilience testing

One source of truth

Reports and suitability trail

Interactive cashflow modelling

Tax-efficient drawdown strategies

Professional, client-ready reports

Stop switching tools mid-advice.

One record, every plan

Stay in the plan in meetings

Reviews without a second system

The modern planning workflow

Fact find

Model

Visualise

Present

Built by practitioners, not Silicon Valley.

Scenario: Early Retirement

Planning perspectives, Consumer Duty, and practice operations.

Great planning is undermined by everything around it.

Your planning tool slows you down in meetings

You are paying for two tools that do not talk

Your client data lives in a spreadsheet

Annual reviews live in someone's head

Your tech stack costs more than it should

Institutional-grade cashflow. Without the enterprise stack.

In-meeting scenario mode

Interactive co-planning

UK tax-smart engine

Resilience testing

One source of truth

Reports and suitability trail

Interactive cashflow modelling

Tax-efficient drawdown strategies

Professional, client-ready reports

Stop switching tools mid-advice.

One record, every plan

Stay in the plan in meetings

Reviews without a second system

The modern planning workflow

Fact find

Model

Visualise

Present

Built by practitioners, not Silicon Valley.

Scenario: Early Retirement

Institutional-grade cashflow.
Without the enterprise stack.

Institutional-grade cashflow.
Without the enterprise stack.