About Wealth Intelligence

Actionable UK wealth market intelligence, built on real consumer behaviour data. Operated by TFE Group Ltd.

Our Mission

Wealth Intelligence exists to give UK financial advisers and wealth managers a genuine information edge. We believe that the firms who understand consumer behaviour best are the ones who retain more clients, win more business, and build stronger practices.

Traditional market research tells you what happened last quarter. We show you what consumers are doing right now — which providers they're comparing, what rates they're seeking, how much they're planning to invest, and when they're thinking about switching. This is forward-looking intelligence that helps you act before the market moves.

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Real Behavioural Data
Captured from consumers actively using financial planning tools, not surveys or estimates.
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Commercial Focus
Every insight is translated into actionable signals for client retention and business development.
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Privacy by Design
No personal data is collected. All intelligence is derived from anonymous, aggregated behaviour patterns.

Our Methodology

Wealth Intelligence reports are built on a rigorous, multi-stage data pipeline that transforms raw behavioural signals into structured market intelligence.

1
Data Capture
Anonymous behavioural data is captured from TFE Group's proprietary network of financial modelling and planning tools. Users interact with ISA comparison tools, pension drawdown planners, and retirement income modelling tools, generating real-time behavioural signals.
2
Quality Assurance
Raw data passes through automated QA checks to remove bot traffic, incomplete sessions, and statistical outliers. Each report includes a confidence score reflecting data quality and sample size adequacy.
3
Metrics Computation
Cleaned data is processed into structured metrics including market share calculations, distribution analyses, segment classifications, and month-on-month delta tracking across dozens of key indicators.
4
Behavioural Segmentation
Users are classified into behavioural segments and personas based on their interactions with these modelling tools. This reveals distinct consumer archetypes — from cautious cash savers to active switchers — each with different commercial implications.
5
Intelligence Generation
Metrics, segments, and trends are synthesised into narrative intelligence with specific commercial recommendations. The output is a ready-to-use report that translates data into action.

Data Ethics & Privacy

We take data ethics seriously. Wealth Intelligence was designed from the ground up with privacy at its core. Our approach goes beyond compliance — we believe that responsible data practices build better products and stronger trust.

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No Personal Data
No personally identifiable information is collected at any point. We don't capture names, email addresses, IP addresses, or any data that could identify individual users. Privacy is built into the architecture, not bolted on.
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Aggregated Only
All data is aggregated before analysis. Individual modelling sessions are never examined in isolation. Reports present market-level patterns, not individual behaviour.
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GDPR Compliant
Our data practices comply with UK GDPR and the Data Protection Act 2018. Because we don't process personal data, there are no data subject access requests to manage.
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Transparent Methodology
Every report includes sample sizes, confidence scores, and methodology notes. We are transparent about what the data can and cannot tell you.

About TFE Group Ltd

Wealth Intelligence is operated by TFE Group Ltd, a UK-based data and intelligence company specialising in the retail wealth market. TFE Group builds and operates a network of consumer-facing financial planning tools that generate the behavioural data underpinning our intelligence products.

The company combines deep domain expertise in UK financial services with modern data engineering and analytics capabilities. Our team has experience spanning financial advice, platform operations, data science, and product development.

We are committed to building products that genuinely help financial professionals make better decisions — grounded in real data, delivered with clarity, and designed to drive commercial outcomes.

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