Established in 2004, the company has grown into a fintech success story, with an annual turnover of over £3.8m and well over 5000 financial planning customers.

Since inception,  has launched nine online planning and analysis tools, and the firm is set to launch its tenth, a brand new client review tool, later this spring.

On reaching the milestone, Managing Director and Founder, Andy McCabe said “We have always remained focused on our goal to make the planning process easy for financial planners and that’s what we continue to do.  It took the first ten years to build our business, recruit key staff and develop a broad product portfolio. Then the pension freedoms were announced! Flexibility and continuous investment in product development and customer support have always been important. These priorities mean we are able to rise to the challenges, take advantage of the opportunities, and deliver for our customers.  I am looking forward to the next 15 years.”