Meet Warren develops AI-powered financial planning software for UK advice firms and the people they serve. Our two complementary services help advisers prepare compelling planning conversations and give prospects a useful way to engage before they are ready for advice.

Horizon is an adviser-facing cash-flow modelling and planning copilot. Advisers can start with a client brief and supporting documents, build an editable financial model, review assumptions and explore alternative scenarios. Deterministic calculations produce cash-flow and net-worth projections, while AI supports information gathering and model editing. Presentation tools, branded PDF exports and password-protected client views help advisers explain a plan and show the difference their advice could make.

Warren for firms is a white-label financial planning experience for prospects and clients. Through a natural conversation, people explore their goals, finances and options under the firm’s brand. Firms can share a website link or invite new enquiries and dormant leads, then guide users towards a conversation with their own advisers. With the client’s permission, the handover includes their financial profile and context.

Together, the services support prospect engagement, first-meeting preparation and ongoing client conversations. Firms retain their client relationships and professional judgement.