Advice changes how clients feel about money. Now you can measure it.
Uplift scores your clients’ financial confidence before and after advice — then turns the improvement into evidence you can show clients, prospects and the regulator.
Built inside an FCA-regulated advice firm · Plannr integration in beta
Clients don’t buy pensions. They buy peace of mind.
Every firm can report performance in pounds and percent. Almost none can show the thing clients actually pay for: feeling clear, in control and confident about their financial future. If you don’t measure it, you can’t prove it — to the client renewing their fee, the prospect deciding to join, or the regulator asking how you evidence ongoing value.
Make the annual review land
Score clients before and after each review. A visible confidence uplift reframes the conversation from “what did the market do” to “look how far you’ve come” — the strongest case for the ongoing fee a client will ever see.
Win prospects with proof
“Our clients see an average 24-point rise in financial confidence in year one” is a marketing claim no brochure can match — because it’s built from your own client data, not adjectives.
Evidence outcomes, not just service
Satisfaction surveys show clients like you. A confidence index shows clients are measurably better off because of your advice — a structured, time-stamped audit trail for the outcomes the Duty asks about.
From link to evidence in three steps.
No client portals to explain, no passwords to reset. Uplift fits the moments your firm already has: onboarding, plan delivery and the annual review.
Send a magic link
The invitation comes from the adviser, not from us. Your client opens a secure link on any device and answers 16 plain-English statements. Around four minutes, start to finish.
We score four pillars
Responses are weighted across Clarity, Confidence, Control and Progress into a 0–100 Financial Confidence Index. Submissions are locked the moment they’re made — scores can’t be edited after the fact, so the record stands.
Report, uplift, repeat
A branded PDF lands with the client and files against their record in your CRM. Re-run it at each review and the uplift chart writes your value story for you — client by client, and across the whole book.
One score. Four pillars. Talking points for every review.
A single 0–100 number is easy to track. The pillar breakdown underneath is where advisers find the conversation — a client can be clear on their position yet anxious about the future, and the Index shows you exactly that.
A confidence platform, not a single questionnaire.
Start with the core Index and add the pieces your firm needs — extra question sets, your own brand, the integrations you run, and benchmarks built from the whole book.
Core Index
The 16-question Financial Confidence Index, weighted across four pillars into a single 0–100 score. Branded PDF reports after every submission, and uplift tracked automatically as clients answer again over time.
Goal modules
Add-on question sets layered on the core score — retirement, IHT & estate, business owners, at-retirement and protection — so the Index speaks to the advice that client actually needs.
White label
The whole client experience under your firm’s brand — your logo, colours and domain on every questionnaire and report. Clients see you, not us.
Integrations
Plannr in betaReports file straight into Plannr, the questionnaire embeds on any website, and every report exports cleanly to any back office. Built to live inside your CRM, not beside it.
Firm benchmarking
See your book’s confidence against itself — and, in time, against an anonymised industry benchmark built from aggregated scores. The data asset that turns individual reports into a market view.
Founding places open in small cohorts.
We’re gauging interest before we open the doors. Register your firm and we’ll be in touch as founding places open — small cohorts, founding terms, and a proper onboarding for every firm.
No price commitment · we’ll only use this to contact you about founding places.
The short answers.
No. Uplift is a client experience measurement tool. It asks clients how confident they feel and reports the results — it doesn’t assess suitability, recommend products or provide advice of any kind. Advice remains entirely with your firm.