Onboard at your own pace
Pause a call and pick up where you left off.
Warren now shows how your choices play out, how your plan changes over time, and when something needs your attention.
Projected net worth at retirement
£896k
We've turned your financial dashboard into a fully decked-out money mission control centre. More accurate, more editable, clearer UI, more stats, and (for any personal finance nerds out there) detailed explanations at every step
Your financial model now projects far more scenarios. In desktop view, users can view, understand, and challenge every assumption made. Editable every step of the way. Fully interactive. Compare different scenarios on the same graph to understand the potential impact of your actions... or lack thereof.
Even when you're not thinking about your finances, Warren is. Our AI model runs background checks, analysing your plan alongside "world data". It's then asked "does this user need to hear from you today?". If yes, you'll receive a super-contextualised email tailored to you specifically. If not, you won't. This way, Warren cuts out the noise and keeps the quality.
We've also built something a little controversial... Your dashboard will occasionally stop working. Yep, you read that right. To ensure that users hold themselves accountable in keeping their plan up to date, Warren will now ask you to update your information on a monthly basis. It's super fast to complete. Until you do, you wont be able to interact with your plan. Why? Because outdated plans aren't really plans... they're decorations.
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.
Pause a call and pick up where you left off.
Rebuilt from scratch for more accurate, explainable plans that Warren can edit with you.
After creating your plan, adding new information has become much easier.
Warren is much better at making changes directly in your plan.
Try different paths without losing your main plan.
See income, withdrawals, and balances after tax.
Understand what future money is worth in today's terms.
Get a realistic projection around your life's big moments.
Watch mortgage payoff, retirement, and state pension dates on one timeline.
Warren flags impossible or risky paths before they become the plan.
Warren avoids complicated financial terms and talks in plain English.
Update your numbers and see how you're performing against your plan.
Relevant nudges. No noise.
A completely reimagined Meet Warren iOS app. Android coming soon.
Goal status
On Track
Strong base; sequencing matters most.
Net Worth
May 2026 Priorities
As of
Today
Age 55
Pension pot
£780,862
£79,381 ahead of do nothing
ISA portfolio
£273,105
Bridge money growing faster
Remaining mortgage
£16,945
Payoff now pulled into 2028
Last 30 days
24 background runsRetire around age 60 with the mortgage cleared and target income of about £55,000/year.
The model is roughly £180,000 ahead of doing nothing through pension tax assumptions and lower retirement costs.
On Track
You are in a strong position; the main work is turning accumulated wealth into a retirement income scenario with clear tax assumptions.
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Goal achievement estimate
Confirming pension allowance and the mortgage payoff figure this month gives the model the two numbers that drive the retirement transition.
Model pension contributions around £3,000/month before changing payroll.
Get a redemption statement from the lender.
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Full action plan & next steps
The best time to start planning was yesterday. Meet Warren today, have a 10 minute conversation and build a financial plan for your future.