MoneyBrief was built on a simple observation: most people have never sat down with a financial adviser because they don't know where to start, don't know what to bring, and don't know if they can afford one. We built MoneyBrief to solve the first part of that problem.
In the UK, millions of people have complex financial lives but no professional guidance. Financial advisers are busy, expensive and the first meeting is often spent just establishing the basics. MoneyBrief changes that. We give individuals a clear picture of where they stand, and we give advisers clients who arrive ready to engage.
MoneyBrief was set up by qualified UK financial advisers, we understand the UK financial serives industry and we are happy to help.
Complete our structured 10-minute financial questionnaire covering your goals, assets, income and risk appetite.
Our AI synthesises your answers into a clear financial profile — net worth, cash flow, planning gaps and priorities.
Your personalised financial brief is emailed to you as a professional PDF — clear, structured and ready to share.
Browse matched FCA-regulated advisers and connect with one who specialises in your situation.
MoneyBrief is not a financial adviser. We are an information and introduction service. Every brief we generate carries a clear disclaimer. Every adviser on our platform is independently FCA-regulated. Your data is never sold.
Every brief is clearly labelled as informational only. We never cross into regulated advice territory.
Every adviser on our platform is verified against the FCA register before their account is approved.
Your financial brief is shared with an adviser only when you explicitly choose to connect. Never automatically.
Financial clarity, delivered. Helping individuals understand their position and find the right advisor.