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The new financial technology (FinTech) business provides low cost, high quality financial advice remotely over the internet in real time. Their Financial Advisers use technology to deliver a personal, engaging service at a much lower cost than traditional models.

This service is charged on a low cost, monthly subscription model. Because the costs are low more of their clients money is invested in the investments or pensions they hold which means they grow more. By lowering their charges, their clients can increase their wealth.

Founder, Ian Brewer said:

“We have raised a significant six figure investment from private investors and are using this funding to build our capability, recruit Financial Advisers and develop a beta version of our technology. We expect to be open for business, welcoming clients to lower their charges, early in 2019.

We recently opened an Office at Welsh ICE and are really pleased with the entrepreneurial environment on the Campus. It’s an ideal place to launch, grow and scale our business.”


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