Clients arrive prepared
Your clients enter their financial data into Fynla before your meeting. You get a complete picture of pensions, property, savings, investments, and protection — without spending 45 minutes on fact-finding.
Fynla for
advisers
Help your clients see their complete financial picture — before, between, and after your meetings.
Your clients' financial lives don't pause between appointments. Fynla gives them a platform to organise their pensions, savings, investments, property, and protection in one place — so when they sit down with you, the fact-finding is already done. You spend less time gathering data and more time giving advice. Fynla doesn't replace what you do. It makes what you do more effective.
Why Fynla for advisers
Fynla isn't a competitor to your advice — it's a complement. Here's why advisers are recommending Fynla to their clients.
Ongoing engagement between reviews
Clients stay engaged with their finances between annual reviews. When they update a pension value or add a new ISA, the data is ready for your next conversation.
No product conflicts
Fynla doesn't sell products, recommend providers, or earn commission. It's a planning tool that supports your advice — not a platform that competes with it.
Reach underserved clients
Not every client can afford ongoing advice. Fynla gives them self-service planning tools so they can manage the basics while coming to you for the complex decisions.
Built on UK rules
Income tax bands, National Insurance, pension Annual Allowance, Inheritance Tax nil rate bands, ISA limits — all current UK tax rules are built in. No US-centric assumptions.
White-label potential
We're exploring partnerships where advisers can offer Fynla as part of their service. Get in touch if you're interested in early access.
What your clients get with Fynla
Every feature is designed to give your clients clarity and give you a head start on the data you need.
Net worth dashboard
Clients see their complete balance sheet — assets, liabilities, and property — before you even meet. No more chasing statements.
Pension tracker
All their pensions in one place — workplace, personal, Self-Invested Personal Pension, state pension. Growth projections and consolidation analysis ready for your review.
Protection gap analysis
Clients see exactly where their life cover, income protection, and critical illness cover falls short — giving you a clear conversation starter.
Inheritance Tax planning
Full estate valuation with nil rate band, residence nil rate band, and the April 2027 pension changes already modelled. Your clients understand their exposure before you meet.
Retirement projections
"When can I retire?" answered with data, not guesswork. Monte Carlo simulations give probability-based confidence levels your clients can understand.
In Case of Emergency letters
A complete financial summary your clients can share with family. Auto-generated from their Fynla data — the feature every adviser wishes their clients had.
Interested in Fynla for your practice?
We're working with advisers to shape how Fynla supports professional advice. Get in touch to learn more.