Retirement Insight was founded by Matt Grifferty and Tim Embleton. Matt had just joined Tim’s financial advisory firm having just graduated from university with an honours degree in mathematics. As a trainee IFA, he was in charge of producing review reports and hence heavily involved in using the firm’s current cash flow software.
Being mathematically inclined Matt noticed that improvements could be made on the simple model currently being used without requiring further data input from an adviser.
So he set about designing the new software for the firm but soon realised that this could be a really simple app for everyone to use online to understand their own financial future.