Observed at the point of decision
Each record is a structured planning event: an ISA allocation, contribution assessment or drawdown decision, captured as it occurs.
About Wealth Intelligence
A structured record of UK
A structured record of UK
financial planning behaviour.
Wealth Intelligence publishes aggregate data from UK ISA, retirement and SIPP planning events as suppressed cohorts for research, policy and commercial intelligence.
The purpose of this repository
Behavioural data where a gap exists.
Financial planning behaviour is widely discussed but rarely measured at the point of decision. Wealth Intelligence provides a continuously updated reference drawn from real planning events rather than surveys or self-report.
Published with disclosure standards
Suppression rules and sample thresholds are applied before any cohort appears publicly. The methodology is documented and consistently applied.
No personal data in the pipeline
No PII enters the analytical dataset. Public outputs are aggregate-only. No individual responses, identifiers or source records are exposed.
Founder
Wealth Intelligence
The founder
Founded at the intersection of data strategy, AI and financial services.
Wealth Intelligence was built by James Warwick to make the behavioural signals inside UK financial planning available as structured, responsible public intelligence.
James is a former AI Executive at Pearson and former Data & AI Strategy Lead at Royal London. His work brings together data strategy, applied artificial intelligence and the practical decisions people make about their financial futures.
Publication methodology
How suppression rules are applied.
The repository fails closed: where sample size or data quality creates uncertainty, cohorts are withheld rather than estimated.
Aggregate-only output
The public repository receives only approved combined statistics. No individual source records, session identifiers or unrestricted exports are ever exposed.
Minimum observation threshold
A cohort requires at least 50 observations to be published. Value statistics additionally require sufficient valid numeric responses within the same group before a median or mean is shown.
Descriptive, not advisory
The data describes observed planning behaviour, not optimal outcomes. It is not financial advice, a provider rating or an endorsement of any allocation strategy.
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Coverage & methodology →