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What are the key features of a proper financial planning tool?

We think they look something like this —> 

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Not Financial Advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  App use does not guarantee future financial performance.

Main Dashboard: 
A comprehensive overview of your personal financial plan. 

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Not Financial Advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  App use does not guarantee future financial performance.

Scenarios: 
Switch between your chosen scenarios compare your projected finances under various conditions.

Tracking: 
Track and update your actual figures to ensure your plan keeps up with reality.

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Not Financial Advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  App use does not guarantee future financial performance.

Retirement Spending Capacity: 
A projection of how much money you’ll be able to spend per year when you retire. 

Milestone timeline: 
An interactive projection of the major events in your financial future, from today through to retirement.

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Not Financial Advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  App use does not guarantee future financial performance.

Monthly Priorities: 
Surfaces the most important actions you may want to consider this month from your full list.

Full priority list: 
A fully editable, trackable, explorable set of actions for you to consider. A reflection of the goals and numbers modelled in the rest of your dashboard.

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Not Financial Advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financi by @meetwarrenuk
0
2 months ago
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How Meet Warren works 🎯

1: Describe your end goals
2: Bring together the moving parts
3: Stress-test your options 
4: Get direction
5: Stay ahead of the curve

Disclaimer: 
Not Financial Advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  App use does not guarantee future financial performance. taken in United Kingdom by @meetwarrenuk
0
2 months ago
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(Re)introducing Meet Warren: The UK’s AI Financial Planning App.

What Meet Warren does:
- All-in-one: Your full financial profile in one clear view. Warren helps you connect the dots and unite all aspects of your financial life into one simple dashboard.
- Education: Ask Warren any money question. Any time. He’ll give you the explanation without judgement.
- Speed: The finance tool for busy people. No more late nights spent decoding finance jargon. Cut through the noise and create your own financial plan in 10 minutes.
- 24/7 Voice Chat: A private, judgment-free conversation that asks you the right questions, structures your thinking for clarity, and allows you to talk productively about what really matters.
- Personal: Every situation is different. Warren understands that and helps you stick to what’s truly relevant.
- Fact-driven: Warren only pulls data from verified sources, not opinions.
- Keeps your data safe: Your data is stored securely using industry-standard encryption and safety practices. 
- Built for the UK: Warren is trained to understand the UK financial landscape.
- Free to start: Create your initial financial plan for free… in 10 minutes!

Features:
- Goal-planning
- Financial check-ins
- What-if scenarios
- Visual projections
- Household planning
- Flexible updates
- Easy calculators
- 24/7 voice chat
- All-in-one dashboard
- News briefings

Not Financial Advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA).

#personalfinance #aitools #actuallyusefulai #meetwarren #financialplanning taken in UK by @meetwarrenuk
2
8 months ago
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“What if I retired two years earlier?”, “What if I paid my granddaughter’s uni fees?”, “What if my ISA performs worse than I expected?”

Wherever you are in life, there’s always at least one “what if” question, or one big decision, floating above your head.

So we built the software that lets you model those decisions until the cows come home. Enjoy!

Check it out if you’re interested.

🔗 Link in bio.

(Or DM us if you think it’s too good to be true!)

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Not Financial Advice.

Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only. Platform use does not guarantee future financial performance. by @meetwarrenuk
0
3 days ago
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Everyone seems to want one magic number… the answer to one big question:

”How much do I need to retire?”

Folks, we’re asking the wrong question.

A single figure feels reassuring, “£X and you’re all set.” But it’s inflexible.

A number has to come from somewhere… a set of assumptions: lifespan, lifestyle, market performance, spending changes, policy etc. All of those factors are liable to change.

One number only accounts for one set of assumptions. Two people can hit the exact same number and end up with completely different retirements.

So instead of one magic number, the better way to model your retirement is through a range of scenarios.

That’s the thinking behind the tools we’ve built for Meet Warren. Rather than producing one static financial timeline, you can create a spread of scenarios side by side (eg. good markets, bad markets, living to 95, retiring 2 years early, buying a beach-house in Portugal).

So whether you use Meet Warren or not, challenge yourself to get out of the “one single number” mindset.

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Not financial advice. 
Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only. Platform use does not guarantee future performance. by @meetwarrenuk
0
11 days ago
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Feature Spotlight 💡

Financial Model - Cashflows: Graphs projecting income, expenses, tax, total spending need, and any unfunded deficit over time.
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Not Financial Advice.

Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  App use does not guarantee future financial performance. taken in United Kingdom by @meetwarrenuk
0
13 days ago
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Everyone’s telling graduates AI has made coding pointless.
So we asked Dima which skills you actually need to thrive in an AI world.
His answer? Coding. 👀

Hear the full interview on our YouTube channel tomorrow!

Agree or disagree? 👇

_ _ _ 

Not Financial Advice. Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). by @meetwarrenuk
0
16 days ago
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Meet Warren 👋 Your AI-powered financial planning platform, built for the UK.

Whether you’re saving for retirement, comparing your options, or just trying to make sense of your money, Warren is the AI system that helps you plan with clarity. Built specifically to understand the UK financial landscape, facts, and policy. Clear and transparent every step of the way. 

Warren is:
🛰️Your money’s mission control: Personal dashboard with tracking, modelling, and checklist features
🇬🇧Built for the UK
💬24/7 chat and call with Warren for all your financial questions
🔒Secure: Your data is: Access controlled. Stored in the UK. Encrypted. GDPR compliant. Not for sale.
Take control of your financial future and build your own retirement plan with Meet Warren. 🔗Link in bio to get started
📍meetwarren.co.uk

Not Financial Advice.
 Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  Platform use does not guarantee future financial performance taken in United Kingdom by @meetwarrenuk
0
17 days ago
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Is AI actually a good thing? 🤔

We sat down with Dima, founder of @meetwarrenuk , and put the big question to him.

Dima founded Meet Warren in 2025, an AI financial planning app built for the UK. Have a 10-minute chat with Warren and get a personalised long-term plan. So he’s thought hard about where AI helps people and where it doesn’t. 

The full interview drops tomorrow on our Youtube‼️

Watch his answer and tell us: do you agree? 👇

#AI #FutureOfWork #Fintech MeetWarren

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Disclaimer: Not Financial Advice. Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). by @meetwarrenuk
1
17 days ago
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What’s your retirement readiness score? (and how do we calculate it?)

We built a free “retirement readiness check” 

Why? Because retirement is the financial milestone that most Brits struggle the most to visualise. It’s hard to plan for the future if you have no clue where you currently stand. 

This 6 question check estimates how much you might be able to spend in retirement using simplified assumptions. It cannot account for drawdown order, tax, bridge years, property decisions or changing income. Warren models those details in your personal retirement plan.

Free calculator on our homepage
🔗 Link in bio

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Not Financial Advice.

Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  Platform use does not guarantee future financial performance. taken in United Kingdom by @meetwarrenuk
0
19 days ago
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Feature Spotlight 💡

Financial Model - Simulations: Bespoke analysis tools for common financial planning questions. Allows you to access key figures instantly.

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Not Financial Advice.

Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only.  App use does not guarantee future financial performance. taken in United Kingdom by @meetwarrenuk
0
23 days ago
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What if I retire earlier? What if I spend £3K/year more than expected? What if CGT increases? 

This is where the term “plan” becomes a bit of a misnomer. Financial planning ISN’T about making a rigid checklist and following it blindly. The future is never certain, so many factors lie outside of our control. 

Instead, we need to start thinking about plans as FLEXIBLE entities. A robust plan makes room for the hypothetical. You want to see the bigger picture, compare possibilities, and challenge your assumptions. 

How we do this:

- Warren’s chat interface is completely integrated with our financial modelling software. 

The result: 

1. Ask Warren a “what if” question in plain English

2. Receive your answer in text format, with sources attached.

3. Receive your answer as a series of properly dynamic, interactive, data-informed graphs.

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Not Financial Advice. 

Meet Warren does not provide regulated financial advice and our AI agents are not authorised or supervised by the Financial Conduct Authority (FCA). Product images for illustrative purposes only. App use does not guarantee future financial performance. taken in United Kingdom by @meetwarrenuk
0
25 days ago
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