Meet Warren
It's time to *talk* about your money
384 followers
It's time to *talk* about your money
384 followers
Warren is AI agent that helps you build a long term financial plan for your future. For Free. In 10 minutes. From your sofa.
This is the 4th launch from Meet Warren. View more
Meet Warren 3.0
Launched this week
One voice conversation. Free financial plan.
We built Warren because financial planning was broken for anyone without a six-figure portfolio. IFAs charge £200/hr. Spreadsheets go stale. Generic apps tell you what you already know.
Warren shows you two futures: what happens if you do nothing and what changes if you act. Then Warren gives you a set of next steps, tracks your progress, and monitors your plan against economic changes.
Join 3K+ Brits already using Warren. 10 mins to start.
Free Options
Launch Team
Meet Warren
I've used 'Meet Warren' several times and have been very impressed. The setup/onboarding felt very natural (I loved that I could just talk naturally), and the advice I received was really not much different from that of a far more expensive Independent Financial Advisor. I'd recommend it to anybody who wants to get a handle on where they are at financially, and where they might be in a year, five years, or twenty years. Its a brilliant tool to aid anyone wishing to plan their financial future.
Meet Warren
@alex_mann7 Thank you for the kind words! Though, of course, Warren does not stray into regulated financial advice, it's much more a planning and guidance tool to help you feel more confident and informed to make your own decisions.
The “two futures” framing is really clear. Most finance tools show numbers, but not the actual consequence of doing nothing vs changing course. How does Warren handle assumptions like inflation, salary growth, or house prices when users edit the plan?
Meet Warren
@farrukh_butt1 Yes, this was a massive request from our users - clearly explain the "why" of the plan.
https://meetwarren.co.uk/publications/how-we-built-warrens-cashflow-engine - all the maths is handled via our deterministic engine that the user can use directly in the UI and that Warren can also plug into our of the box
This is cool. Does Warren handle scenario planning for freelancer retirement accounts like SEP-IRA?
Meet Warren
@dhiraj_patel5 It's only available and targeting the UK atm, but yes! that's exactly the idea and it handles it well for UK contexts. US soon 👀
Mailwarm
What inputs do you need to generate the plan, and do you connect to UK bank accounts or is it manual?
Meet Warren
@thamibenjelloun That's the beauty - you just talk to it :)
Hey Dima. The editable-assumptions choice is the part I respect most. A plan you can interrogate beats a slightly more accurate one you can't.
A question from my corner of the world: how does Warren model variable income? I work with freelancers on the money side, and most planning tools quietly assume a salary, then fall apart on anyone whose income swings month to month. Does Warren plan off an average, a conservative floor, or something else? For self-employed users that one modeling choice changes everything downstream.
Impressed with my first foray into Meet Warren and built a pretty involved model with ease - one that I had initially developed with some help from Google Gemini, built my own spreadsheet and then had my pension IFA “validate” and run through their own forecasting process, so was fairly confident I would “be OK” but it was good to get some insights from Meet Warren that added a few other key aspects that hadn’t been raised previously - but good to see Meet Warren also say that I’d be OK. And it didnt seem to far away from what I expected.
The bit that I am looking forward the ongoing / dynamic updates and check-in to make sure I am staying on track - when I want, without having to go through the IFA for every what-if that I might have.
One area that I would have liked to be better handled is the tax minimisation strategies in drawdown when you have a range of pension pots and ISAs to drawdown income from (as a married couple).
All this from the free tier - not sure on how much I am missing on the paid tier?!