Financial Planning Websites
Financial Planning Websites
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XJ75

Original Poster:

498 posts

169 months

Monday 29th July 2019
quotequote all
Some time ago I met with a chap from St James's Place. I didn't go ahead with their offering, but one thing that did impress me was the software they had that mapped out pretty much your entire life, and where you are likely to be with regards to finances at any point, factoring in key life events.

Does anyone know of a DIY equivalent to this software? Or is it largely only available to professional advisers?

Thanks.

JulianPH

10,084 posts

143 months

Monday 29th July 2019
quotequote all
This might be a useful starting point for you:

https://www.financialplanning.org.uk/Wayfinder/Pre...

XJ75

Original Poster:

498 posts

169 months

Monday 29th July 2019
quotequote all
Thanks, this looks like it could be what SJP were using (or very similar).