Most people in their 20s and 30s were never taught about ISAs, pensions, or investing. Ofinli fixes that — clearly, directly, with no sales pitch.
10 questions · 3 minutes · no sign-up required
3 knowledge gaps identified
Four steps, starting completely free. No jargon, no scheduled calls, no pressure.
10 questions covering ISAs, pensions, tax, and cross-border finance. Get your score and a personalised knowledge map instantly.
Based on your gaps, Ofinli builds a personalised curriculum. We start with what matters most to you specifically.
Short lessons that end with one specific action. The AI tutor answers any question clearly, 24/7, no appointment needed.
Watch your Financial IQ score rise as you learn. Get deadline alerts, life event guides, and ongoing insights.
Ofinli serves people whose financial lives don't fit the standard UK template.
You're earning well but nobody explained ISAs, pension contributions, or why fund fees matter. Ofinli teaches the fundamentals clearly, starting from where you are.
You have a UK pension, a foreign bank account, and a tax question nobody can answer clearly. Ofinli is the only platform built for the financially complex life of a global professional.
Each module has short lessons, real-world scenarios, and action checklists with curated product recommendations.
How tax works, what your payslip means, emergency funds, ISA basics. The stuff nobody taught you.
Index funds vs active, how to open a broker account, what to actually buy first and why.
Unlock with Premium →How compound growth works in your pension, contribution strategies, when and how to consolidate.
Unlock with Premium →ISA rules for expats, double tax treaties, pension portability, multi-currency investing strategies.
Unlock with Premium →Income tax optimisation, dividend allowance, capital gains basics, self-assessment for side income.
Unlock with Premium →Moving abroad, first job, marriage, redundancy, inheritance. Specific playbooks for key moments.
Unlock with Premium →We teach you to think for yourself. That's a fundamentally different product to anything else in this space.
The advice gap is real. Ofinli exists to close it.
Six modules, 60+ lessons, built around your exact knowledge gaps. Learn at your own pace — each lesson takes under 5 minutes.
14-day free trial · Cancel anytime · No commitment
One-off tools and guides. Buy once, keep forever. No subscription needed.
Track income, expenses, and what's left at the end of every month. Includes savings rate calculator and investment allocation section. One sheet, no complexity.
Everything that happens to your UK ISA, pension, NI, and tax when you move abroad. Covers UAE, Singapore, Australia, USA, France and more. Pre-departure checklist included.
The financial decisions you make in your first year of work compound for decades. ISA, pension, emergency fund, payslip, and NI — explained clearly with a month-one action checklist.
Stamp duty, Help to Buy, mortgage types, LISA strategy, and the financial checklist before you offer.
Getting married · Redundancy playbook · Inheritance guide
All guides + full curriculum + AI tutor + weekly insights for £4.99/month. Better value than any individual guide.
No hidden fees. No advice that's secretly a sales pitch.
Take the free Financial IQ test or subscribe to the weekly Ofinli newsletter — one financial insight every week, straight to your inbox.
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Your track determines which 10 questions you get — and makes your results and learning path much more relevant to your situation.
10 questions · 3 minutes · no sign-up required
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Keep going — you've closed 3 knowledge gaps this month