At a glance
App descriptions — copy & paste
Three lengths, plus a separate description of the adviser platform (which is not yet released). Pick what fits your word count. All factually accurate and approved by the founder for direct quotation.
The app tracks every UK asset class — Stocks & Shares ISA, Cash ISA, LISA, JISA, SIPP, workplace DC, Defined Benefit pension, State Pension projection from NI qualifying years, GIA, Premium Bonds, property equity, BTL rental yield, physical assets (gold, silver, watches, art, classic cars), and live-priced crypto. It then projects forward with full UK-tax-aware modelling: three-scenario net worth forecast, Monte Carlo retirement simulator (5,000 paths), sequence-of-returns stress test, three-phase trajectory (Working → Coasting → Retired), FIRE date with Coast FIRE, and 11 retirement-income stream types with the correct UK tax treatment.
The free tier is unusually capable — net worth tracking, full 2026/27 UK income tax calculator (PAYE, NI, Student Loans, Scottish bands, HICBC), the chance your money lasts from a Monte Carlo simulation, FIRE calculator, ISA and SIPP tracker, three-scenario net worth projection, dividend planner, and live crypto pricing. Pro (£5.99/month or £39.99/year, 7-day free trial) unlocks unlimited properties, unlimited physical assets, the rest of the life-event Scenarios (Cost of Raising a Child, Long-term Care, UK Budget Impact, a single-income period, the car decision and an inheritance; the Income Shock, Salary Sacrifice, Pay Rise and Maternity pay scenarios are free), the Tax Year Optimiser (where your figures sit against the High Income Child Benefit Charge, Marriage Allowance and your ISA headroom), adviser share links giving an IFA read-only access to a client's dashboard, the Actual Return forecast, and PDF reports. One subscription covers a household.
Every month is kept in a monthly snapshot: one page with every figure, net worth moving as you type, and any two months comparable side by side.
Thirty-two free standalone calculators live at wealthr.co.uk/tools/ with no signup. Methodology blog posts at wealthr.co.uk/blog show the maths behind every figure. A free monthly UK newsletter at wealthr.co.uk/community sends a heads-up when a new free tool ships and a short note when UK money rules change. A separate monthly check-in email reminds you to update your figures, and can be switched off in Settings on its own. Manual entry by design — no Open Banking, no bank linking, no ads, no data selling.
Story angles
If you're looking for a hook, here are nine that match what your readers actually search for. Pick the one closest to your beat — Liam can supply a quote, a calculator demo, or both.
Ready-to-use founder quotes
Liam Kane, founder of WealthR. Pre-approved for direct quotation — verify by email before publication if your house style requires it.
Every UK platform shows you what you have today. None of them show you what it means for your future self. WealthR exists to close that gap.
Care is the conversation most families put off until they can't. The rules change depending on which side of a border your mum lives on, the cap that was promised never arrived, and whether the house counts depends on who's still living in it. I wanted people to have an honest number before they're making that decision in a hurry.
Coast FIRE is the most overlooked retirement concept in UK personal finance. For someone in their late twenties, the difference between "save until 67" and "save until 40" is twenty-seven years of optionality. The pot ends up in the same place either way.
I built this manual-entry by design. Open Banking is convenient but it solves the wrong problem — most people don't have a tracking problem, they have a forecasting problem. Connecting to your bank doesn't help you decide if you can afford to retire.
The big IFA cashflow tools — Voyant, CashCalc, Truth — cost over £100 a month and are licensed only to advisers. There's no consumer version. WealthR's Scenarios feature is the closest thing for £5.99/month.
Most adviser software is sold to the firm, on a contract, with a setup project. I wanted a small or breakaway adviser to be able to put their own brand on a client portal by the afternoon, at a price anyone can read on the website. I build the software; the adviser still owns the advice.
Founder bio
Liam Kane is the solo founder of WealthR, based in Edinburgh. A UK investor with over a decade of personal investing experience across Stocks & Shares ISAs, property, and inherited physical assets — including silver coins passed down from his father — Liam built WealthR after five years of maintaining a personal spreadsheet that did what no UK platform did: project a whole financial picture forward against real UK tax with proper life-event scenarios.
WealthR launched in May 2026 and ships under WealthR Ltd (registered in Scotland, SC900929). Support emails go direct to the founder. The roadmap is public at wealthr.co.uk/roadmap.
Brand assets
Assets are supplied on request so you always get the current build rather than a screenshot of an old one. Tell us what you need and the format, and Liam will send it over — usually within 24 hours.
- Logo — SVG and PNG, light and dark, with clear-space guidance.
- In-app screenshots — any feature or tab, desktop or mobile, light or dark, at the resolution you need.
- Founder photo — high resolution.
- Demo access — a populated account to look around, rather than screenshots of one.
Email press@wealthr.co.uk or use the form at the foot of this page.
Key facts for fact-checkers
- Launched: May 2026 in Edinburgh, United Kingdom
- Founder: Liam Kane (solo founder, no co-founders, no employees)
- Publisher / company: WealthR Ltd, registered in Scotland (company number SC900929), registered office 5 South Charlotte Street, Edinburgh EH2 4AN
- Funding: Bootstrapped. No venture capital, no angel investment.
- Free tier features (no expiry): net worth tracking, full 2026/27 UK income tax calculator, FIRE calculator with Coast FIRE, the chance your money lasts from a 5,000-path Monte Carlo simulation, three-scenario forecast, ISA and SIPP tracker, dividend income planner, live crypto pricing, 1 property and 1 physical asset, 12 months of history, the monthly snapshot and month-to-month comparison, the Income Shock, Salary Sacrifice, Pay Rise and Maternity pay scenarios, importing accounts from a spreadsheet or another app (with a pre-filled template, and any import can be undone), 50+ blog posts, all 32 standalone tools
- Pro tier (£5.99/month or £39.99/year, 7-day free trial): unlimited properties, unlimited physical assets, the retirement suite (all 5,000 Monte Carlo paths with the median outcome and what-ifs, the Drawdown planner, the Strategy Lab and the survivor plan), life-event Scenarios (Cost of Raising a Child, Long-term Care, UK Budget Impact, a single-income period, the car decision, an inheritance), Tax Year Optimiser, custom adviser share links for IFAs and family (the owner picks which sections are visible), estate planning suite (lifetime gifts, beneficiary wishes, death benefits), Actual Return forecast, PDF reports, full snapshot history, and the seven WealthR Playbooks (in-depth UK guides on high-earner tax, FIRE, pensions and drawdown, family finances, ISAs, estate and IHT, and property — updated each tax year). One subscription covers a household.
- WealthR Partners (for UK advice firms) — not yet released; launching 2027, no date set: the WealthR app under an advice firm's own brand, with the adviser inside it, and a cockpit dashboard across the client book. Priced per firm: Starter £89 a month (up to 25 clients, three team logins), Practice £249 (up to 100 clients, unlimited team, the firm's logo and colours), Firm £549 (up to 400 clients, multi-office, branded sign-in at the firm's own domain), about 80p per client per month beyond 400. Monthly, no setup fee, every feature in every tier. Founding waitlist open. WealthR provides the software only; the adviser remains responsible for any regulated advice. Details at wealthr.co.uk/partners.
- Geographic scope: United Kingdom only. UK tax rules, UK pension types, UK ISA wrappers, Scottish six-band income tax built in.
- Tax year covered: 2026/27
- Platforms: Web app (wealthr.co.uk), iOS PWA (Add to Home Screen), Android PWA + TWA
- Data handling: No Open Banking, no bank linking, no ads, no data sold to third parties. Figures are typed in or imported from a file, by design; an imported file is read in the browser and never uploaded, and only the figures the user confirms are saved. Cloud sync via Supabase, encrypted in transit and at rest.
- Free standalone calculators: 32, no signup required, at wealthr.co.uk/tools/
- Methodology blog: 50+ posts at wealthr.co.uk/blog — every calculation has its working shown, no black box.
- Community / newsletter: Free, monthly, UK-only. Sent via Resend with PECR soft opt-in compliance. Sign-up at wealthr.co.uk/community. No email shared with third parties; one-click unsubscribe at the bottom of every send.
- Regulatory status: WealthR Ltd is not authorised by the Financial Conduct Authority and gives no personal recommendations. WealthR is a planning tool, not an advice service.
- Data protection: registered with the Information Commissioner's Office, registration number ZC243084.
Press mentions
Press contact
For interviews, quotes, demo access, or anything not covered above — fill out the form below or email Liam directly. Replies usually within 24 hours, faster on weekdays.
General contact: help@wealthr.co.uk
Website: wealthr.co.uk · Edinburgh, United Kingdom