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Getting started
with Fynla

Simple to set up. Powerful to use.

Fynla turns your scattered financial data into a clear, actionable plan. Three steps, 15 minutes, and you'll see your complete financial picture for the first time.

Create your free account See how it works

Fynla is as easy as 1-2-3…

Step 1

Tell Fynla what you’ve got (and what you owe)

Start by adding your key financial data. You don’t need everything on day one — start with the basics and build up over time.

  • Pensions — workplace, personal, Self-Invested Personal Pension, state pension forecast
  • Property — home value, mortgage balance
  • Savings and investments — ISAs, savings accounts, investment accounts
  • Insurance — life, income protection, critical illness
  • Debts — mortgage, loans, credit cards
15–20 minutes initial setup No bank logins needed

Step 2

Your complete financial dashboard

Once your data is in, Fynla shows you everything:

  • Net worth — what you own minus what you owe
  • Retirement projection — when you could afford to stop
  • Protection gaps — whether your family is covered
  • Inheritance Tax exposure — what HMRC would take
  • Pension overview — all your pots in one place

This is the “aha moment” — the first time most people see their entire financial life on one screen.

Step 3

Pull the levers. See what changes.

The real power of Fynla is scenario modelling. Ask “what if” and get instant answers:

  • What if I increase pension contributions by 2%?
  • What if I retire at 58 instead of 62?
  • What if I overpay my mortgage by £200/month?
  • What if I gift £50,000 to my children now?
  • What if markets crash by 30% in year one of retirement?

Every change updates your dashboard in real time. No waiting for an adviser. No spreadsheet gymnastics. Just answers.

Next steps

Explore

Try the interactive demo with sample personas and realistic UK financial data.

Personalise

Add your own pensions, property, savings, and insurance details.

Understand

See your complete net worth, retirement projection, and protection gaps.

Model

Run what-if scenarios to test different life decisions.

Plan

Follow personalised action plans to improve your financial position.

Review

Check in monthly or quarterly to keep your plan current.

What Fynla does differently

These aren’t features on a list. They’re moments where Fynla makes a real difference.

Saved thousands on a mortgage

“Fynla alerted me that my fixed-rate mortgage was ending in 6 months. I locked in a new rate early — before rates went up. That single alert saved me thousands over the next 5 years.”

Everything in one document

Your partner doesn’t know the mortgage provider’s name. Your children have no idea where the pensions are. Fynla’s In Case of Emergency letter puts everything your family needs in one document — auto-populated from your plan.

The cover you didn’t know you were missing

Your workplace life insurance pays 2x your salary. Sounds decent — until you realise your mortgage alone is 6x your salary. Fynla calculates exactly what your family would need and shows you the gap.

Six jobs, six forgotten pension pots

The average UK worker has 11 jobs in their lifetime. That’s potentially 11 pension pots with 11 different providers. Fynla brings them all into one dashboard so you can finally see what you’ve actually got.

54% of UK adults don’t have a will

Without a will, the law decides who gets what — and unmarried partners get nothing. Fynla helps you understand what’s at stake and guides you through getting your estate in order.

Clarity in complexity

Pensions, ISAs, Inheritance Tax, allowances, reliefs — financial planning is overwhelming. Fynla simplifies confusing decisions into clear, actionable steps so you always know what to do next.

Stuck? Ask Fyn.

Fyn is your AI financial assistant, built into Fynla. Ask any question in plain English. No jargon, no judgement.

Get started with Fyn
“What’s the difference between drawdown and an annuity?”
“Am I using my ISA allowance efficiently?”
“How does the 7-year gifting rule work?”
“What does my protection gap mean?”

From demo to your own plan

  1. Explore the demo

    Try Fynla with pre-built personas and realistic financial data — no sign-up needed.

  2. Sign up free

    Create your Free account with no time limit. No credit card required.

  3. Add your data

    15–20 minutes to enter your pensions, property, savings, and insurance.

  4. See your dashboard

    Your complete financial picture — net worth, projections, and gaps.

  5. Model scenarios

    Test decisions before you make them. What if you retire early? Overpay your mortgage?

  6. Keep it current

    Check in monthly or quarterly. Fynla updates projections as your life changes.

Create your free account

15 minutes to clarity

That's all it takes to see your complete financial picture. Start with the demo, or create your Free account.

Create your free account View pricing