Meet Warren for Teams

Give every employee a financial plan.

Warren is the AI alternative to human financial coaches that your team will actually use.

  • 1:1 personal, available 24/7
  • No bank connection required
  • Tailored to UK financial rules
  • Private from the employer
Prefer to meet?Book an intro call
Colleagues over 40 having a relaxed conversation at work

3,000

users created a financial plan

£300m

assets under guidance*

400 hours

user calls with Warren

Money worries do not stay at home.

  • 31%of UK workers said money worries negatively affected their performance.

  • £1,900estimated annual cost of financial stress per employee.

  • Only 9%of UK consumers take financial advice.

There is a gap in your financial wellness benefits.

  • Budgeting apps are generic and do not work for complex situations.

  • Human coaches are ad-hoc, expensive and mostly analogue.

  • AI financial planning is personal, available 24/7, continuous and fully digital.

How it works

1:1 AI-led conversational financial planning
for every employee.

Employees do not receive another content library. They receive a private planning experience that starts with their life goals, runs the numbers and stays available as things change.

01

Start with what matters to you

Have a private voice conversation with Warren about your goals, income, spending, savings, debt and the financial questions on your mind. Warren guides you through the process.

Private conversation

Warren is listening
Secure and privateYou decide what to share
02

Bring your financial life together

Warren connects what you share with trusted UK financial sources and a deterministic modelling engine. The result is one joined-up financial picture, not another disconnected calculator.

🎯 David's Financial Plan

Bring your goals, saving, spending and major decisions into one plan.

Base plan

Your plan looks achievable. The main decision is how to bridge the years before State Pension age.

On track

Spending capacity

£70,132

a year

Your money timeline

20262055
Total assets£2,016,124
Total debt£74,960
Today2026 · Age 55
03

Explore your options

Test changes to spending, saving, borrowing, pensions and major life decisions. Compare scenarios side by side and understand which trade-offs actually improve your position.

Scenario comparison

Net WorthPre-tax, Nominal, Annualised
Base planRetire at 58
£2.0m£3.0m£4.0m£5.0m202655203160204069204978205584
04

Turn clarity into next steps

Discuss your options with Warren and turn your financial picture into concrete actions: personal, informed, and priority-ordered.

Warren's bottom line

Your plan

Your position is moving in the right direction. The next step is turning spare monthly cash into consistent progress.

On track

Figures from 26 Jul

The strongest part of your position is the asset base. Spending and the timing of withdrawals are the assumptions worth reviewing first.

Clear explanation before the detailed actions
05

Stay ahead of the curve

Your financial plan doesn't stop when it's created. Warren tracks your progress, keeps you informed, and adapts your plan as life changes.

Plan tracking

Current
W

Monthly Reviews with Warren

Last refresh: 2 days ago

You're up to date

Latest figures checked against your plan.

Refresh progressSchedule
Figures from26 Jul

The best way to assess Warren?
Talk to him about your own goals. It's free!

A woman in her fifties thinking through her financial future at home

Who is it for

Useful when life gets financially complicated.

A budgeting app cannot help with the future. A pension portal cannot account for a mortgage, a partner and future ambitions. Warren helps people consider the whole picture.

  • How should I balance my pension and other savings?
  • Am I optimising my tax position?
  • What do all my workplace benefits mean together?
  • Am I financially ready for children?
  • Am I on track for a comfortable retirement?
  • Is there something I haven't considered?

Simple for People teams

A benefit that does not become another HR project.

A group of colleagues over 40 exploring a workplace benefit together
  1. 01

    Agree the launch

    We learn about your workforce and give your People team a simple launch plan and ready-to-use employee communications.

  2. 02

    Share one link

    Employees activate their private Meet Warren account directly. No payroll integration, bank connection or individual hand-holding.

  3. 03

    Understand the impact

    Receive aggregate engagement updates without exposing an individual employee’s finances, plan or conversations.

FAQ

Answers for People and Reward teams

No. Meet Warren is a financial planning and educational tool. It helps people organise information, understand projections and explore options. It does not make regulated personal recommendations.

Not an employee’s financial information, plan or conversations. Employer reporting is limited to anonymised, aggregate engagement and impact information.

No. Warren only works with information the employee chooses to provide. There is no Open Banking connection or payroll data requirement.

Meet Warren can support adults across life stages, but it is particularly valuable when several questions overlap - for example pensions, retirement, mortgages, family support, caring responsibilities or a change in income.

The launch is designed to be light-touch. We agree the rollout, provide an activation route and employee communications, and support engagement without requiring a payroll integration.

We price around workforce size, level of reporting and rollout needs. You only pay for the employees who engage with Warren. Leave your work email and we will send a straightforward proposal for your organisation.

Get Warren for your team

6 in 10 UK adults don't have a financial plan.That won't be true at your company.

Leave your email and we'll reach out to explain how Warren could empower your people to take control of their financial future.

Prefer to talk it through? Book an intro call