About Planwright
Founded by financial planners and engineers who were tired of great advice undermined by fiddly, manual onboarding.
Our mission is to streamline fact finds and questionnaires so advisers spend less time on admin and more time adding value.
Based in the UK, we build for independent firms: transparent pricing, collaborative advice, and capture clients actually complete.
Built by practitioners, not Silicon Valley.
Planwright was born out of frustration. As practising advisers, we spent more time chasing fact finds than building client relationships.
We wanted a capture tool accurate enough to trust, fast enough to use before every meeting, and clear enough that clients would actually complete it.
Scenario: Early Retirement
Client: The Harrison Family
Inflation shock modelled
CPI + 2.5% over 10 years
Life expectancy extended
Modelled to age 95 and 98
Drawdown order updated
Pension → ISA → GIA