About
Finance should be
simple, not stressful.
CoreFi is a personal finance platform built for people in the UK who want to see their entire financial picture in one place. Every bank account, every debt, every investment, every goal - connected and tracked automatically.
We believe financial clarity shouldn't require a spreadsheet, an accountant, and three different apps. It should take 30 seconds to know exactly where you stand.
What we do
- Connect your UK bank accounts via FCA-regulated Open Banking (read-only, we can never move your money)
- Track income, expenses, credit, investments, pensions, and property in one dashboard
- 19 financial tools: Self Assessment, VAT returns, mortgage affordability, CGT calculator, and more
- HMRC-compliant crypto tax engine with Section 104 pooling and bed & breakfasting rules
- Free financial education: 5 courses, 43 lessons, completely free, no paywall
- Tax risk assessment with real-time penalty calculations and HMRC Government Gateway integration
Who we are
CoreFi is built by JG Core Ltd, a company registered in England and Wales. We're a small team that cares deeply about building something genuinely useful. No venture capital pressure to grow at all costs. No selling your data. Just a product that earns your trust by being good.
Our principles
Your data is yours
256-bit encryption. We never sell, share, or monetise your financial data. Ever.
Education over advice
We help you understand your finances. We don't tell you what to do with them. CoreFi is not regulated by the FCA and does not provide financial advice.
Honest pricing
A generous free tier that's genuinely useful. Paid tiers that are worth every penny. No hidden fees, no bait-and-switch.
UK-first
Built for UK tax years, UK banks, HMRC deadlines, ISAs, SIPPs, and the way money actually works here.
Questions? Reach us at hello@corefi.app