Questions
Your report
What do I get?
A plain-English report on your own money: where you stand, what's at stake, what has a deadline and what to ask a professional. Every number shows its source.
Do you sell my data?
No. Not to advisers, not to anyone. It's used to make your report and nothing else. Delete it whenever you like.
How long does it take?
As long as you like. One question can take a minute; your whole picture takes longer. You can stop and come back.
What if I don't know a figure?
Skip it. The report notes the gap and how much it could change.
When can I start?
Reports aren't open yet. Reserve your free report and we'll email you when yours can start.
Advice and people
Is this financial advice?
No. It's information about your own position, never a recommendation.
Is there a person I can talk to?
No, WealthPrism is AI throughout. These free services have people.
Do I need a solicitor or an adviser?
Often both, for different parts. Your report says which is which.
Is a will-writer the same as a solicitor?
No. Anyone can charge to write a will in England and Wales, with no regulator. Firms we introduce are checked against their regulator's register.
Money and data
Why is it free?
If you hire an adviser or solicitor we introduce, they pay us, the same way firms have always paid for introductions. You never pay a sign-up fee, a subscription, or anything for your report or an introduction. The detail.
Will I get sales calls?
No. Nobody sees anything unless you ask for an introduction and choose who.
Can I delete everything?
Yes, whenever you like.