Coming soon: Wealth Planner
Confidently work towards your goals with our free planning tool, built exclusively for our clients.
Capital at risk.
Take wealth planning into your own hands
To work out how to reach the future you want, you need to understand where you are right now. That's where our wealth planner comes in, helping you to choose the best way forward with personalised options. Whether you're nearing retirement, trying to build a stable future for your family or just want to make sure you're doing the most with your money, it's easier to stay focused on today with the route to 'one day' already mapped out.
Build a view of your total wealth
Add your investments, assets, savings and debts to get a clearer picture of your current financial situation. From there, define your goals for the future and see how close you already are.
Get tailored suggestions for moving closer to your goals
See different routes for optimising your wealth, generated using the information you've entered and designed to help you achieve the ambitions you're working towards.
Compare the impact of every choice
Test out simulated scenarios for each suggested route – so you know what every decision could mean for your money, lifestyle and future, before you make it.
Work towards your goals with confidence
Once you've chosen the routes that work best and generated your plan, you can put it into action in real life. Keep your planner updated when you make changes, and follow your progress using your tracker. Need to make an adjustment? You can add new information and get new suggestions at any time.
Complement your plan with financial advice
We also offer paid advice, where our financial advisers will build a bespoke plan for you to follow. They'll assess your portfolio and goals to see where your investments could run more smoothly. You'll receive personalised recommendations, based on our products and services, around how to structure your finances to enjoy a stress-free retirement, planning for your family's future, and more.
Explore financial adviceOur experts are here to help
It's free to speak to our team, who can guide you in making more informed decisions for your financial goals.
Speak to our expertsQuestions about our wealth planner
Will the planner show me everything about my finances?
Will the planner show me everything about my finances?
Everything you see is based on the information that you enter. Your portfolio with us will show up automatically, and you'll need to add further details to get the best view of your wealth and the most accurate suggestions.
How do I get started?
How do I get started?
Our wealth planner is exclusively for our clients. So once you've set up your portfolio and invested, you'll be able to access the planner in our app or online.
Is your financial advice the same as the planner?
Is your financial advice the same as the planner?
No. Our wealth planner is a free tool where you can add your relevant financial information and explore potential options. It doesn't tell you what you should do or give recommendations, but offers suggestions to help you see what's possible. Our financial advice is a paid service where our team of financial advisers will build you a bespoke plan, with their recommendations for what you should do with your money.
As with all investing, your capital is at risk. The value of your portfolio with J.P. Morgan Personal Investing can go down as well as up, and you may get back less than you invest.
We provide 'restricted advice', which means we will only make investment recommendations on the products and services that we offer.