ISAs, pensions and investments in one dashboard. Start on your own, add a qualified adviser when you need one. Built by Investment Quorum, FCA regulated.
London
Joined September 2026
- Tweets23
- Following78
- Followers19
- Likes7
A lot of people don't know what a financial plan actually is... it's about knowing what you're saving for, making good decisions with your money, paying less tax where you can and being prepared for the unexpected.
Helix helps you do all of this: helixplatforms.com
Know someone who should be on Helix? Share your referral link with them.
When they open an account and invest, you can both book a free 20 minute session with a regulated financial planner from Investment Quorum.
Terms and conditions apply: helixplatforms.com/refer-a-f…
14% of investors aged 18–40 decide in under an hour. 78% just trust their gut.
Usually it’s because there’s nobody to ask, only a buy button.
Helix gives you a qualified adviser who knows your whole position. In an app.
helixplatforms.com
Most investment apps show you your investments. But what about everything else?
Your goals, monthly budget, cash flow, property, pensions, debts and overall net worth, and someone qualified to speak to when you need advice.
Helix brings it all together in one place, with access to a regulated adviser when you need one.
Join the waitlist at helixplatforms.com
Most big life decisions come down to money at some point.
Helix lets you put your numbers in, play around with different scenarios and see how things could work out.
Join the waitlist: helixplatforms.com
“Will we be ok if markets crash?” Now you can actually answer that. Helix, coming soon.
Waitlist’s open: helixplatforms.com
Sometimes you just have a question.
With Helix, you can message a qualified adviser and get advice when you need it - without paying for ongoing advice.
Join the waitlist → helixplatforms.com
Cashflow modelled over decades, with every assumption there to change.
Most people have never seen this. It normally sits behind an adviser and a fee.
Helix gives you access to it, so you can test different scenarios and see how your money could look over time.
Whenever you like.
Join the waitlist → helixplatforms.com
DIY investing is not for everyone.
Helix lets you ask a real, regulated adviser whether you're making the right decision before you do.
Join the waitlist... helixplatforms.com
Cash reserves. Pensions. ISA allowance. What you’ll need the money for, and when.
There’s more to investing than picking an investment. The order you make decisions matters.
With Helix, ask a regulated financial adviser when you need to. No retainer.
helixplatforms.com
The beauty of Helix is that it gives you all the answers in one place. At the exact moment you need them.
Join the waitlist → helixplatforms.com
Helix isn’t an AI wealth manager.
There are real people behind it. Qualified advisers you can speak to when you need advice.
The difference is the technology. Better tools, better access and a much easier way to manage your money.
The best of both worlds. Join the waitlist → helixplatforms.com
Why spend your time jumping between platforms, spreadsheets and logins to keep track of your money?
Helix brings everything together in one place.
Join the waitlist → helixplatforms.com
What’s actually making the difference in your portfolio?
Helix shows more than just your return, see the investments behind it, the ones helping, the ones holding you back, and where your money is really working.
Join waitlist → helixplatforms.com
There’s a gap between doing everything yourself and paying for a traditional wealth management.
Helix sits in the middle.
Join the waitlist → helixplatforms.com
Helix Platforms retweeted
Your adviser, when you need them.
Have a question? Just message your adviser and get the guidance you need.
Need some ad hoc advice? Speak to a qualified adviser without a retainer.
Join the waitlist → helixplatforms.com
Up 8%. But what’s behind it?
How much do you have invested in the US? Do you own much AI? Which fund performed worst?
Helix gives you the answers.
Join the waitlist → helixplatforms.com
Helix Platforms retweeted
Imagine if you didn’t have 10 different logins, stacks of paperwork and a inbox full of PDFs just to keep track of your finances.
Join the waitlist → helixplatforms.com
Wealth management is overdue an upgrade.
Advice that’s only available once you have enough to invest. DIY investing when you don’t know what to invest in. Apps that show your investments but ignore tax, allowances and cashflow. Having to jump between different platforms just to manage your finances.
Over 500 @IQWealth clients are already using Helix. We're now building our waitlist for people who want to be next.
Join the waitlist → helixplatforms.com
There’s no excuse for your adviser to still be sending you a PDF.
Helix gives you live investment reporting, your financial plan and all your key documents in one place.
No waiting for the next report. No digging through your inbox.
helixplatforms.com
