Coming 2024...

Launching in Q3 2024, MoneySavvy is the holistic digital planning solution that will enable UK financial advisers to re-engage dormant clients, provide service to new clients, to deliver the service they need and to create new, exciting and meaningful income and value opportunities for their businesses.

MoneySavvy: It's what you've been waiting for!

Get savvy about MoneySavvy...

The MoneySavvy Principles

MoneySavvy is built on 3 clear and driving principles;
principles we believe that financial advisers will share and applaud:

Why choose MoneySavvy


A holistic digital financial planning solution for your clients

Immediate, unbiased and tailored financial planning for dormant clients and for those with smaller investments or simple needs.


High quality products and investment solutions

All digital guidance given to your old clients will be supported by high quality, well-priced products and investment solutions. That's the MoneySavvy promise: To you, and your clients.


Awaken old income streams and create new value opportunities for your business

Re-engage your legacy book and create additional income from dormant clients, building long term value for your business.


Refer your clients, MoneySavvy will do the rest!

Refer your dormant and smaller clients and MoneySavvy will take care of everything, making sure they're well looked after in a way you'll approve of.


De-risk your dormant client book

All advice dates over time. MoneySavvy will make sure your old clients get up-to-date guidance, removing risk from your business.


Create new retirement opportunities

Creating value from your dormant clients, MoneySavvy will help you build your business value for when it's time to sell, or give you a different kind of retirement opportunity.


A simple dashboard to measure progress

Your personal MoneySavvy dashboard will keep you informed of where you, how many clients have come on board and the MoneySavvy income you're building.


A couple of years ago we, a small group of grizzled financial services veterans who’ve done and seen it all, met up for coffee and cookies in a small coffee shop in Oxford. We had an idea to do something different: to build a financial planning app that people would actually like, that would be useful to the majority of people and that financial advisers could get behind.

We liked our idea so much we gave it a name: MoneySavvy, and started pulling together some of the best people we could find - tech geeks, marketeers and product types - to build a team. Like minded individuals who shared our principles.

Loving a latte and a chocolate chip we became wedded to our idea: sensible, easy to understand financial planning for the masses, great products and investment solutions in a digital app the customer could trust.

That’s our story.

Contact Us

We are working hard in the background to get MoneySavvy ready for our customers in early 2024. However, in the meantime we would love to hear from you! So please drop us an email and we will do our best to get back to you within 2 working days.