Custom Plan
Build your plan your way
Custom Plan gives you full control to build a financial strategy your way. You can modify any existing Optiml plan or build a new one from scratch, precisely customising contribution and withdrawal amounts across your SIPP, ISA, and GIA while still benefiting from Optiml's tax optimisation intelligence.
Why Use Custom Plan?
Custom Plan is designed for the hands-on, detail-oriented planner who wants full control over their financial strategy. It's perfect for those who typically rely on complex spreadsheets and personal models, now brought to life inside Optiml. This strategy is ideal for you if:
You have your own assmuptions surrounding a tax-efficient strategy
You want to model your current spreadsheet within Optiml
You prefer a full DIY approach to financial planning
You want to see the impact of your own assumptions
Is a Custom Plan right for you?
Complete Control
Manually override any contributions or withdrawals with precise control over timing and amounts
Build From Scratch
Create a completely custom financial plan tailored to your exact specifications
Modify Existing Plans
Fine-tune any goal-based or traditional plan you've already created
Test Scenarios
Experiment with different financial scenarios and see their immediate impact on your plan
Tax Optimisation Insights
Make targeted adjustments while still benefiting from our tax optimisation intelligence
Quick Processing
See results in just 15-20 seconds, allowing for rapid iteration and refinement
Ready to build your optimized plan?
Join the waitlistJoin the waitlist
Be first in line when we launch.
Optiml is coming to the UK. Register your interest to get launch news first and lock in exclusive founding-member pricing before we open to the public.
Founding-member pricing
Lock in exclusive early-bird rates that are only available before we launch.
Launch news first
Be the first to hear the moment Optiml opens to new users in the UK.
No spam, ever
We only email about the launch and product updates. Unsubscribe any time.
Register your interest
We'll be in touch with launch news as soon as we're ready to welcome you in.
© 2026 Optiml. All rights reserved.