Five sources included
Accessible now£186,900
Interactive product demo
See the whole picture.
Keep it up to date.
Explore how connected accounts could turn scattered balances and transactions into a clearer HENRY plan.
1 Connect2 Reconcile3 Plan4 Prepare
01
Choose the picture
Connect the accounts that matter
Select the fictional accounts to see how one read-only view could replace repeated manual entry.
02
Resolve uncertainty
What counts towards the ISA allowance?
A balance alone cannot answer this. Confirm how the fictional transactions should be treated before using the estimate.
Likely new subscriptions£7,600
Illustrative allowance remaining£12,400
Based on a £20,000 planning assumption. This is not HMRC-verified.
Needs confirmation: whether the £1,500 withdrawal can be replaced depends on the ISA type and provider treatment.
03
One live picture
Your HENRY plan updates
The point is not another dashboard. It is to surface the next question the connected picture creates.
ISA allowanceConfirm the remaining £12,400
Check transfers and flexible withdrawals before relying on the estimate.
Freedom bridge£186,900 is accessible before pension age
Use this amount in the retirement-bridge tool instead of total net worth.
Data qualityOne item still needs confirmation
Resolve uncertainty before sharing a planning summary.
04
Better prepared advice
Take the questions—not your credentials—to an adviser
Create a concise summary of the fictional picture and the items that still need professional judgement.
Illustrative summary
Connected finances review
- Five financial sources included.
- Estimated ISA subscriptions: £7,600.
- Estimated accessible assets: £186,900.
- Flexible ISA withdrawal treatment still requires confirmation.
Help shape what comes next
Would you pay for secure, automatic updates?
Assume HENRY supported the providers you use, kept the plan current and highlighted decisions requiring attention.
What is live today?
The experience is real.
The connections are not.
Available now: this interactive demo, fictional reconciliation and an on-device review summary.
Not available: bank login, investment-provider connections, automatic syncing, cloud storage or adviser referrals.