All plans include a 30-day free trial – no payment details needed to start.
Monthly
Billed monthly – £239.88/year.
Annual
Save 58%£239.88 £99.99 billed annually.
- Full access to all features
- Create up to 10 investment profiles
- Simulate probability to reach your goals
- 6 stress scenarios + custom shocks
- Institutional gradde Goal-aligned allocatior
- Interactive Portfolio construction wizard
- CSV import from any UK broker
- ISO and GDPR compliant
UK customers only. Prices include VAT where applicable. You will not be charged during your 30-day trial.
Frequently asked questions
Do I need a card to start the free trial?
No. The 30-day trial starts the moment you create an account – no payment details required. You'll only be asked for payment when the trial ends and you choose to continue.
What happens when the trial ends?
After 30 days, access to premium features (stress testing, goal-aligned allocation, portfolio construction) is paused until you subscribe. Your profiles and data are retained, and the free simulation dashboard remains accessible.
Can I cancel at any time?
Yes. Cancel from your account settings at any time. For monthly plans, access continues until the end of the billing period. For annual plans, access continues until the end of the year you've paid for.
Is this regulated financial advice?
No. Allocatewise is a decision-support tool, not a regulated adviser. Outputs are simulations based on your inputs – not personalised investment recommendations. Speak to a regulated adviser if you need personalised advice.
Is the annual plan billed upfront?
Yes. The annual plan is charged as a single payment of £99.99 at the start of each year. This works out to £8.33 per month – a 58% saving compared to monthly billing.
Try it free for 30 days
No card required. UK investors only.
Start free trialNot regulated by the FCA. Not financial advice. Capital at risk.