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Compelling angles for your Delphina coverage
UK savers lost £7bn to inflation in 2025 while total personal debt reached £1.89 trillion. With only 9% getting proper financial advice and 67% turning to inadequate AI tools, explore why most UK households lack the guidance they need to protect their savings.
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The 35% gender pension gap and average £200k pots at age 55 reveal a UK retirement crisis. With only 8.6% of adults receiving professional financial advice and most turning to inadequate AI tools, women are disproportionately affected by the lack of proper retirement planning guidance.
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UK households are predicted to have £1000 extra in their pockets by the end of the Labour government, but with only 9% getting proper financial advice and 67% relying on inadequate AI tools, most people lack the guidance to maximize this economic opportunity and build long-term wealth.
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Delphina
Intelligent financial planning and net worth tracking
Delphina is an intelligent financial planning platform that helps users track their net worth, manage assets and liabilities, and plan for their financial future. Using personalised insights, Delphina simplifies complex financial data into actionable guidance for better wealth management.
2025
UK-based
Real-time calculation of total assets and liabilities
Track investments, property, savings, and other assets
Model different financial scenarios and their outcomes
Get personalised financial guidance
Set and track financial goals with progress monitoring
Clear charts and graphs for financial overview
Delphina logos for media use
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Intelligent financial planning and net worth tracking. Build wealth smarter with Delphina.
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Delphina helps you track your net worth, manage assets, and plan your financial future. Get personalised insights to make better financial decisions and achieve your goals faster.
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Delphina is an intelligent financial planning platform designed to help you take control of your financial future. Track your complete net worth across all assets and liabilities, use scenario planning to model different financial outcomes, and get personalised guidance to optimise your wealth management strategy. Perfect for individuals who want to move beyond simple budgeting and start making strategic financial decisions.
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Delphina is an intelligent financial planning platform that revolutionises how individuals in the UK approach wealth management and financial decision-making. Our comprehensive platform combines cutting-edge AI technology with proven financial planning principles to deliver personalised guidance that helps users build lasting wealth and achieve their financial goals with confidence.
Complete Net Worth Tracking: Monitor all your assets and liabilities in one unified dashboard. From property and investments to savings and debts, Delphina provides a real-time, comprehensive view of your financial position, helping you understand exactly where you stand and how you're progressing toward your goals.
AI-Powered Financial Guidance: Receive personalised insights and guidance based on your unique financial situation. Our intelligent system analyses your spending patterns, investment performance, and financial goals to provide actionable guidance that helps you optimise your wealth management strategy and make smarter financial decisions.
Advanced Scenario Planning: Model different financial scenarios and their potential outcomes with our sophisticated planning tools. Whether you're planning for retirement, considering a major purchase, or exploring investment strategies, Delphina helps you understand the long-term impact of your decisions and choose the optimal path forward.
Designed specifically for the UK market, Delphina understands local financial regulations, tax considerations, and investment opportunities. Our platform supports multiple currencies, integrates with UK financial institutions, and provides guidance that's relevant to your specific circumstances. Whether you're just starting your financial journey or you're an experienced investor looking to optimise your strategy, Delphina adapts to your needs and grows with you over time.
With Delphina, you're not just tracking numbers - you're building a comprehensive financial future. Our combination of intelligent technology, personalised guidance, and powerful planning tools makes sophisticated financial planning accessible to everyone, regardless of their experience level or current financial situation. Take control of your financial destiny with Delphina and discover the confidence that comes from having a clear, actionable plan for building lasting wealth.
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Partner with Delphina to enhance your financial advisory services
Delphina provides comprehensive tools for Independent Financial Advisors (IFAs) and financial coaches to better serve their clients with data-driven insights and professional reporting.
Professional client portfolio overview and reporting
Work together with clients on financial scenarios and goals
Advanced analytics and reporting for advisory services
Partner with Delphina to enhance your service offering, improve client engagement, and grow your practice with cutting-edge financial technology.
Brand Delphina tools as your own client portal
Earn commissions on client subscriptions and premium features
Comprehensive onboarding and ongoing technical support
Who Delphina serves best
Aged 35-55, £150k+ income, building wealth for the future
Aged 55-90, planning retirement and managing existing wealth
IFAs and coaches seeking better client tools and insights
Tech-savvy individuals wanting sophisticated financial planning
Specialized tools for retirement and long-term wealth management
Model different retirement dates and lifestyle scenarios
UK pension planning with tax efficiency strategies
Plan for healthcare costs and long-term care needs
Wealth transfer and inheritance tax planning
Delphina is specifically designed for UK retirement planning, combining sophisticated modeling with practical guidance to help you achieve the retirement you want.
State pension, tax allowances, and UK-specific retirement rules
Market volatility and longevity risk modeling
Access to financial advisors and retirement planning experts
Get in touch for interviews, demos, and additional information
Within 2 hours for media inquiries
Interviews, demos, product walkthroughs, expert commentary
Syd Lawrence - CEO & Co-Founder
UK fintech, financial planning technology, AI in finance, retirement planning
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