Back to WealthPath

Important

Financial Disclaimer

WealthPath is a planning simulator, not financial advice.

Last updated: 1 July 2026

Not financial advice

WealthPath is not regulated financial advice. It does not recommend specific investments, pensions, mortgages, insurance products, tax actions or debt products.

Outputs are planning estimates based on the values, assumptions and scenarios entered into the app.

Projection limits

Future values are uncertain. Investment returns, inflation, salary changes, tax rules, interest rates, pension rules, ISA rules and personal circumstances can all change.

Charts, target dates, milestone dates, affordability outputs and Pathfinder explanations should be treated as directional planning estimates only.

User-entered data

WealthPath relies on the accuracy of the data you enter. Incorrect income, expenses, balances, debts, assumptions or dates will produce incorrect projections.

Unallocated surplus is not assumed to be saved, invested or used for debt unless you explicitly allocate it.

Before major decisions

Before making major financial decisions, consider getting guidance or advice from an appropriately authorised professional.

This is especially important for investments, pensions, mortgages, tax, debt solutions and any decision with long-term consequences.