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CrestCast · crestcast.co.uk

CrestCast for financial advisers

Last reviewed 01/10/2026. Questions: hello@crestcast.co.uk

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What it is

  • A web app that forecasts a UK household’s cashflow, net worth and debt up to ten years ahead, day by day, month by month or year by year, from the figures the household enters.
  • UK tax built in: income tax including the Scottish bands, National Insurance, and student loan plans 1, 2, 4, 5 and Postgrad.
  • No bank connection. Every figure traces back to something the household typed.
  • For couples, each partner’s own money and the joint items, added up into one household view.

The adviser account

  • Free for an adviser, on request at crestcast.co.uk/advisers. A person sets it up and replies by email.
  • Viewing a forecast a client has shared needs no subscription.

How a client shares with you

  • The client invites you by email from Settings > Share with an adviser. You accept in your own account.
  • You see the client’s own figures and forecast. You do not see anything their partner entered.
  • By default the adviser can only view: the database lets them read and refuses every write.
  • The client can switch on Can edit for a named adviser. Each change is recorded in the client’s change history under your email.
  • The client can switch it off, or stop sharing, at any time, with immediate effect.

A fact-find from the client

  • In Settings, Export my inputs gives the client everything they have entered as one Excel file to send to you.
  • The client runs it; exports are refused while an adviser is viewing a client.

What a client pays

  • 30 days free, no card. Then £7.99 a month or £79.99 a year for the whole household.

What it is not

  • A forecasting and planning tool, not regulated financial advice. It makes no recommendations and does not hold, move or invest money.
  • It stops at ten years and does not plan retirement income or inheritance tax.

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