Financial clarity for the life you want
‍Most people don't need someone to tell them what to do with their money. They need to be able to see it clearly: where they stand today, what their choices could lead to, and how close they are to the life they want. That's what Attainsy is for.

‍Why we built it
Money is personal. Most of us don't like talking about it, and many of us avoid looking at it too closely. Not because we don't care, but because it can feel exposing. You worry about being judged for the choices you've made, or about someone using the moment to sell you something.

At the same time, whether you have a financial adviser or not, your money is spread across pensions, savings, mortgages, insurance and everyday spending, and no one place shows how it all fits together. So the question that matters most, are we going to be OK, gets answered with a guess.

Attainsy was built to change that. It gives you a clear, joined-up view of where you stand and where you're heading, in a space that's entirely yours. It's private, and no one is selling. You don't need to hand over account numbers or connect your bank to get started. Any information you enter stays in the UK and is never used for advertising.

If you already work with an adviser, Attainsy helps you understand your position between meetings and arrive better prepared. If you don't, it gives you the clarity to make informed decisions and to recognise when professional advice would be worth paying for.

‍What Attainsy does
‍Attainsy brings your whole financial picture into one place and helps you make sense of it. You can see where you stand across money basics, debt, protection, retirement and goals. You can project forward in today's money and understand what different choices could mean. And you can explore scenarios at your own pace, without being sold anything.

‍What Attainsy doesn't do
‍We think this matters as much as what we do.

We don't give financial advice. We won't tell you which pension, mortgage, insurance policy or investment to choose, and we won't tell you that any product is right for you. That's regulated advice, and it's not what we do.

We don't assess investments. Attainsy does not look at investment suitability, performance or risk appetite.

We don't sell your data. Your financial information is never used for advertising and is never shared with third parties for their marketing.

‍Guidance, not advice
‍Attainsy provides financial guidance and information. Guidance helps you understand your options and narrow your choices, but the decision is always yours. Advice recommends a specific product or course of action for you personally, is provided by an FCA-regulated firm, and comes with legal protections including access to the Financial Ombudsman Service.

Attainsy Limited is not authorised or regulated by the Financial Conduct Authority. If you want a personal recommendation, we'll always suggest you speak to an FCA-authorised adviser, and you can check any firm on the FCA Register.

‍How we make money
‍Attainsy is funded by subscriptions. Our Free plan gives you the core picture, and Attainsy Plus unlocks deeper projections and tools.

Where we list third-party firms in the app, those listings are paid for by the firms, are not whole-of-market and are never recommendations.

The firm shown in your Adviser Contact/Expert Help section depends on how you joined. If you signed up directly, you'll see a firm we've listed. If you joined using a member code from another organisation, that organisation's chosen firm may be shown instead. In either case, it is not a recommendation from us. We may be paid if you contact that firm or use its services. Payments like this help us keep the Free plan free for as many people as possible. Whether to contact any firm, and whether to use its services, is entirely your decision.

‍How we look after your data
‍Your data is stored in the UK. We are registered with the Information Commissioner's Office. We use your financial information only to provide the service to you, and you can delete your account and data at any time, except for records we're required by law to keep.

‍Who's behind Attainsy
‍Attainsy is provided by Attainsy Limited, a UK company. The team behind it has spent more than a decade building financial planning tools and technology used by advisers and wealth managers. Attainsy takes what we learned building tools for financial professionals and puts it directly in the hands of the people who need it most.

‍For employers and organisations
‍If you'd like to offer Attainsy to your employees, clients or members, get in touch at Attainsy for Business.
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