We promise
Never to move your money
Connections are read-only. We hold no client funds.
Never to sell your data
Not to advisers, not to anyone. Nobody sees your report unless you choose them.
Never to let a firm buy its place
Who we suggest depends on your report, not on who pays.
We can't
Give advice
WealthPrism Ltd is not authorised or regulated by the Financial Conduct Authority.
Act for you
We don't file forms or deal with HMRC on your behalf.
How we're paid: free for you, always
If you hire an adviser or solicitor we introduce, they pay us, the same way firms have always paid for introductions. Here's exactly how it works, so you can decide whether it matters to you.
- Your report
- Updates when the rules change
- An introduction, if you want one
- A share of their fee, paid by them to us
- Only once they take you on
- Never for an introduction
What you never pay
Being paid this way never means selling your data. No adviser or solicitor sees anything about you unless you choose them.
The fine print, in plain words
Will I see the fee first?
Yes. Every professional quotes before you commit to anything.
Can a firm pay to be suggested?
No. We suggest the kind of professional your report needs, and price never decides who.
What if I don't need anyone?
Your report says so, and we earn nothing. That's fine with us.
Every number shows its source
With a shape as well as a colour, so it works in greyscale and for colour vision differences.
Your data: we never sell it. It's used for your report and nothing else, and deleted whenever you ask. No advertising trackers. Privacy notice.