Count Finance
PartnerCount is a UK app that gives employees personal financial advice, covering budgeting, saving, investing and pensions.
About Count Finance
Employees join through their employer's scheme, complete a fact-find and risk profile in the Count app, and receive a personal recommendation with a suitability report. Count then keeps their plan up to date with annual reviews.
Count provides advice as part of the FCA Regulatory Sandbox and is the adviser of record. Employers pay per employee each month plus a platform fee, and employees pay nothing. Profile written by PerkIQ.
What's included
Personal recommendations
Advice and a suitability report across ISAs, pensions (SIPP) and general investment accounts.
Budgeting and saving
Budgets, savings goals and an emergency fund based on each employee's income.
Tax allowances
Help making use of ISA and pension allowances.
Annual reviews
Yearly reviews, plus prompts when an employee's circumstances change.
Who it's for
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Information on this page is editorial, gathered from public sources and provider materials, and does not constitute financial advice or a recommendation. For a quote, contact Count Finance directly or speak to an FCA-authorised broker. PerkIQ is not a Count Finance reseller and earns no commission on provider sign-ups.
