Your Family Financial Hub

Families have never had a website of their own. Now they do.

Private, theirs to keep, and delivered through the adviser they already trust. Not a back-office system. Not a document vault.

A family's Hub: net worth, what the companion is flagging, legacy essentials and the next meeting

A family’s own Hub. Live product, not a mock-up.

You sit inside their site as the conductor.

A family’s financial life needs a professional inside it, not just software. So the Hub reaches families through you, under your firm’s name. The digital companion works alongside you: software your firm names and owns. It keeps the record current between meetings and tells you what needs you. Here is what that is worth commercially.

You keep the relationship, not just the assets

When wealth passes down, the next generation already knows you. Not a solicitor, not a stranger. You.

You find money you did not know was there

The full family picture surfaces pensions, allowances and needs you do not currently manage, often inside families you already serve.

Consumer Duty evidence, without the admin

Power of attorney gaps, care planning and family communication are logged automatically, as a by-product of a real relationship rather than extra paperwork.

You look effortlessly attentive

The companion does the watching and the meeting preparation. You do the meeting.

It is your brand, not ours

Every family sees your firm’s name and a digital companion your firm has named, never a third-party app sitting between you and your client.

Why this matters now

Wealth does not leave a firm at the moment of transfer. It leaves years earlier, when the next generation was never in the room.

£5.5tn

forecast to pass between UK generations over the next thirty years

1 in 3

advisers have already lost substantial assets when wealth passed to the next generation

5,548

UK advice firms, down 15% since 2021 as the market consolidates

Families already want something like this. The explosion of family WhatsApp groups proves it, messy as they are. What they have never had is a proper one, with a professional built into it.

If they build it in a banking app first, you are locked out of the room.

Apple, Monzo, Revolut and others are already building family-sharing tools for consumers, with no adviser anywhere inside them. If a client family builds their financial home inside a retail banking app before you offer them one of their own, you are structurally shut out. Your Family Financial Hub lets you be there first.

This is the first product of its kind.

Built for families, and delivered through advisers, so the firm that has looked after them for years is inside it from the first day.

Your Family Financial Hub is a product of Independent Check Ltd · info@independentcheck.co.uk
Not a financial promotion. Does not constitute regulated investment advice.