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FREE REPORT

Big money decision?
See the whole picture first.

Pensions, home and tax in one free report.
Know what to ask before you decide.

Free. No sales calls. We never sell your data. Privacy notice

  • Retiring in the next few years
  • Taking your tax-free cash
  • Selling a business
  • Passing money to family

New to WealthPrism?

Read a sample report (opens in a new tab)

Opens in a new tab, so you won't lose your place.

How it works

STEP 1

Ask one question

In your own words. "Can I retire next year?" is a good start.

STEP 2

See the whole picture

What your question touches: pensions, tax, home and family, in one place.

STEP 3

Get the questions worth asking

Then you choose what's next. That can include a checked adviser, if you want one.

  • Free, always
  • No sales calls
  • Your data never sold
  • Every point shows its source
  • Advisers pay us only if you hire them

Questions

Is it really free?

Yes. Your report is free, now and later. If you choose to hire an adviser or solicitor we introduce, they pay us a fee. You never pay us.

What do I need to share?

Just your email to join. When your report opens, you start with your own question. We then walk you through anything else it needs, such as your pensions, home or income, one step at a time, and tell you why each one matters.

What happens after I join?

We open reports in waves. We'll email you as soon as yours is ready, and not much in between.

Is this financial advice?

No. Your report explains your own situation and the questions worth asking. It doesn’t tell you what to do. If you want advice, you can choose to speak to a regulated adviser or solicitor.

Can I talk to a person?

Expert profiles are coming soon. For questions about WealthPrism, email founders@wealthprism.ai.

How do you choose your experts?

We’ll explain the checks and criteria alongside expert profiles when they are ready to publish.

What happens to my information?

We use information as described in our privacy notice. Read the full notice before making a reservation.

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