Know where you stand.
Before you ask.

MoneyBrief turns 10 minutes of your time into a structured financial brief, Instantly letting you identify financial planning gaps and misteps. Then matches you with an FCA-approved financial adviser to discuss your goals. Free and built for the UK.

Get your free brief For financial advisers

10 min

TO COMPLETE

£0

For Investors

FCA

verified advisers

GDPR COmpliant

THE BRIEF

One document. Complete financial clarity.

Ten minutes of structured questions becomes a private PDF. Net worth, monthly cash flow, asset allocation, risk profile, planning gaps. The kind of document you'd pay an adviser four hours to produce.

THE CONVERSATION

Meet with an FCA Approved Adviser

Connect with an FCA-regulated adviser whose specialisms fit your situation, prepped with a structured picture of your finances and your gaps already flagged. The question changes from 'where do I start?' to 'this is where I need advice'.

How it works

Get started in 3 simple steps

Step 1

10 minutes of questions

Our questionairre is straight forward, and technical jargon free. You'll be presented with your completed financial snapshot after 10 minutes of questions.

Step 2

Receive an overview of your finances

Our AI analyses your profile and MoneyBrief instantly sends your financial snapshot PDF to your inbox.

Step 3

Match with an FCA approved financial adviser

A fully approved financial adviser matched to your needs and goals will reach out to you directly from our curated network.

WHY MONEYBRIEF

Looking for guidance on your finances?

MoneyBrief instantly provides you with a complete overview of your finances and goals, then pairs you with a qualified financial adviser in the UK

Instant, free financial clarity

Most people have never seen their whole financial picture in one place. MoneyBrief changes that in minutes. A few straightforward questions, no jargon. You'll get a clear, complete snapshot of your assets, goals and progress, completely free.

Match with an FCA approved adviser

Once your snapshot is ready, we pair you with an FCA-approved adviser who specialises in your goals and situation. No cold calls or sales lists, just the right qualified expert who reaches out to you directly to pick up where your brief leaves off.

Receive regulated financial advice

Kick start your financial planning journey with your MoneyBrief PDF. So you arrive prepared for the first conversation.

The Brief

What's included in your brief

A structured, professional PDF summary of your financial position. Built to prepare you for a meaningful conversation with an adviser, or to supplement your own financial planning.

View a sample brief

Assets and Liabilities

See everything you own and owe in one place, from property and pensions to ISAs and cash, totalled into a single net worth figure. Your full asset allocation is broken down by percentage, so you know exactly where your money sits.

Cash Flow Summary

A clear picture of what comes in and goes out each year, with your true annual surplus calculated after tax, National Insurance and pension contributions. No guesswork, just the real number you have left to work with.

Net Income and Taxation

Your complete UK tax position for the year, including your effective rate, income tax and NI breakdown, and net income after deductions. We also flag your remaining ISA and CGT allowances, so you can see what's still available to use.

Pensions, Growth and Future Withdrawals

Every pension pot identified and totalled, with your contributions, carry-forward allowance and projected value at retirement modelled at multiple growth rates. You'll see how your savings could grow and how they line up with your future income needs.

Your Goals and Advice Needs

Your financial goals and priorities captured clearly, from retirement income to capital preservation, alongside the assets and advice areas you want help with. It's the starting point for a conversation built around what actually matters to you.

Your Risk Profile and Planning Gaps

Your attitude to risk assessed across its three dimensions: appetite, tolerance and capacity with your investment experience and time horizon factored in. The brief also highlights specific planning gaps, giving you and your advisor a clear agenda from the first meeting.

Built for both sides

One platform. Two Clear Wins.

MoneyBrief is free for individuals — always. Advisers pay a simple subscription for access to pre-qualified introductions with complete financial briefs attached.

FOr individuals

Clarity about your finances
before you spend a penny.

Most people never meet an adviser because they don't know what to bring or what to ask. Your MoneyBrief gives you both.

Your financial position at a glance

Planning gaps identified and prioritised

Matched to the right advisor, not just the nearest

Free forever. No account, no credit card

Get your free brief

For advisers

Investors arrive briefed, pre-qualified and ready to engage.

3-4 hours

Saved per client

Spend less time on fact-finding and more time giving advice. Every client comes with a complete financial brief attached.

Completed fact-find PDF with every lead

Matched by specialism, assets and location

Flat monthly fee — no per-lead charges

Cancel any time. No minimum contract

Apply for an account

FAQ

Common Questions

Is MoneyBrief regulated financial advice?

MoneyBrief generates an informational financial summary based on the data you provide. It is not regulated financial advice under FSMA 2000. Our purpose is to prepare you for a conversation with a qualified FCA regulated advisor.

Is the service free for individuals?

Yes, completely. MoneyBrief is funded by subscription fees paid by financial advisers on the platform. There is no catch, no upsell and no obligation to engage with any adviser we suggest.

How is my data handled?

All data is handled in accordance with UK GDPR. Your financial information is used solely to generate your brief and identify matched advisors. We do not sell your data to any third party.

How are advisors vetted?

All advisors on the platform are independently FCA regulated. We verify registration with the Financial Conduct Authority before approving any adviser account.

What is included in the brief?

Each brief is a structured PDF covering six sections: financial snapshot (net worth, monthly surplus, planning horizon), asset allocation (property, pensions, ISAs, cash), monthly cash flow (income vs. all outgoings), risk profile (calibrated from questionnaire responses), planning gaps (flagged by priority — high, medium, lower), and stated goals (the client's primary and secondary financial objectives). It is the equivalent of a completed initial fact find, structured and ready for a first meeting.

Know where you stand.Before you ask.