About Warren

Warren is your intelligent financial planning companion, designed to make complex financial decisions simple and accessible. We combine cutting-edge AI technology with financial expertise to help you explore and model your financial options.

Our mission

Warren is a new agentic AI personal finance platform designed to equip people with the kind of clarity and planning that has traditionally been cumbersome, slow or inaccessible.

For most people, managing money is harder than it should be. But with low financial literacy, limited access to independent advice, and a growing reliance on generic ChatGPT prompts, most are left guessing, or worse, making decisions without understanding the long-term impact.

Warren was built to change that.

It starts with a short voice conversation where you talk through your financial situation and goals. Warren then helps you explore what-if scenarios that show how your decisions could shape your future. It’s a fast, flexible way to build your own financial plan without jargon, without pressure and in your own time.

Our aim is simple: to help people make smarter financial decisions, and empower them to plan their future with confidence.

Disclaimer: Warren provides information, modelling and scenarios to support your own decisions. It is a planning tool and does not provide financial advice or recommendations.

What we do

Financial planning tools

Warren helps you organise the information you choose to share and turns it into clear scenarios and projections. You can explore how different choices might affect your savings, spending, retirement plans and other goals. Warren does not provide financial advice or recommendations.

Interactive financial calculators

Access a range of calculators, including mortgages, pensions, FIRE modelling and stamp duty, to help you understand estimates and explore different scenarios. These tools offer general information only and do not provide advice.

AI-powered insights

Get quick, easy-to-understand explanations and scenario modelling based on the details you provide. Warren helps you interpret information, but it does not assess suitability, recommend products or provide regulated guidance.

Our story

Warren was created to make financial planning tools easier to use and more accessible, recognising that traditional services can be costly or time-consuming for many people. Our aim is to help people understand their finances through simple conversations, clear visuals and flexible modelling.

Our team brings experience in financial services, technology and AI to build a platform that helps you explore financial future in your own time, without pressure or jargon.

Our values

Trust and security

Your financial information is treated with care and never shared with third parties without your consent.

Clarity

Every financial situation is different. Warren helps you explore scenarios relevant to you.

Education first

Warren doesn’t tell you what to do. Instead, he helps you understand your long-term finances better.

Accessibility

Financial planning tools should be accessible to everyone. We aim to keep Warren simple, transparent and open.

Built for the UK

Warren is designed for people planning their finances in the UK, using familiar UK concepts such as:

Common tax allowances and thresholds
Pension contributions and retirement planning frameworks
ISAs, SIPPs and similar UK products (information only, not recommendations)
Property market and mortgage regulations
Mortgage, property and household budgeting considerations
UK employment and income structures

Warren does not provide financial advice on these areas but helps you explore them through modelling and projections.

The future of financial planning tools

We’re continually improving Warren to offer clearer scenarios, richer modelling tools and more ways to organise your financial information. Future developments include deeper projections, expanded calculators and integrations that help you see more of your financial picture in one place.

We’re on a mission to make financial planning easier to understand. With Warren, exploring your financial future starts with a simple conversation - and you stay in control every step of the way. Join us on this journey to revolutionise how people approach their financial future.