Craft

About

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Craft

About

Download CV

Y TREE

Central intelligence for your financial life

Figma

Fintech

UI design

Task

During their interview process, I redesigned the UI for fintech company Y Tree, reimagining the visuals and story they would tell to clients.

My role

Product design

User research

Visual design

Timeline

June 2025

Tools

Figma

Communicating the product

The objective was to present what Y TREE offers within 4 seconds of landing on their website. Previously, the message was cryptic, a short heading accompanied by an artwork unrelated to the service Y TREE provides.

Y TREE has a branding of central intelligence, the latest technology and a forward-thinking team. The visuals should provide a clear statement of that to their clientele.

I set out with three thoughts in mind:

✻

Simplify

✻

Communicate the service

✻

The product is 'high-tech'

Mobile app designs

11:39

Date updated 15 Nov 2025 at 12:51

Summary

£ 950,000

Total of all assets net of liabilities

Financial Assets

£ 500,000

12.3%

Estimated returns since 1 Jan 2024

Other Assets

£ 500,000

Risk level

Risk level of your financial assets

Current

Target

Liabilities

£ 50,000.00

Portfolio

Messages

Notifications

Profile

9:41

Portfolio

Messages

Notifications

Profile

Type a message...

Hello Jon,

We’d like to recommend some investment actions in your portfolio. Your Investment Portfolio Risk is currently 50 below your Target Risk of 62. We are recommending some actions to align your portfolio with your Risk and Currency targets.

Please review the actions we have sent to your notifications tab and let me know if you have any questions.

Best,

Will

11:37

Today

Y TREE Advisory Team

John, Will, Stewart & Arik

11:39

Portfolio

Messages

Notifications

Profile

Performance

ITD

YTD

Estimated returns since 1 Jan 2024

11.2%

11:39

Investments

£ 8,149,261

12.9%

Properties

£ 1,270,000

15.5%

Businesses

£ 137,500

10.0%

Portfolio

Messages

Notifications

Profile

Notifications

Edit

11:39

Action required

Review advice

Tap to review

Today at 11:37

Notifications

All trades executed

Tap to view completed advice

17/02 at 12:32

Review FPS

Tap to review

11/02 at 11:37

Portfolio

Messages

Notifications

Profile

John Smith

Edit profile

12:51

Advice

Providers

Multrees accounts

Contract notes

Financial policy statements

Invoices

Introduce a friend

Mobile settings

Legal

Switch profile

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Version 2.14.0 (1864)

Central intelligence for your money

We combine data, technology and human experience to provide

a layer of intelligence over your financial life.

We combine data, technology and human experience to provide

a layer of intelligence over your financial life.

We combine data, technology and human experience to provide

a layer of intelligence over your financial life.

What we do

At leisure: How our hobbies set us free

In this episode of the Futureverse podcast, journalist Kamal Ahmed is joined by the editor of Prospect magazine and amateur pianist

Alan Rusbridger; Senior Partner of Slaughter and May and composer Steve Cooke...

Watch full interview.

1 min

Your path to financial freedom

Y TREE’s Head of Financial Life Strategy, Eliana Sydes, spoke at the Really Helpful Club’s latest Back to Business conference to share

the most important steps she has learnt on her path to financial freedom...

Watch full interview.

The Y TREE value revolution

In October, we invited clients, shareholders and friends to join us for an exclusive pre-opening of

London’s first immersive, multi- dimensional art experience, Frameless.

In October, we invited clients, shareholders and friends to join us for an exclusive pre-opening of

London’s first immersive, multi- dimensional art experience, Frameless.

In October, we invited clients, shareholders and friends to join us for an exclusive pre-opening of

London’s first immersive, multi- dimensional art experience, Frameless.

1 min

Watch full interview.

Our founders

Stuart Cash, Arik Peretz and Johnnie Hampel.

Together, we are on a mission to transform our clients’ lives.

Stuart, Arik and Johnnie founded the company to transform personal finance into a transparent, efficient and meaningful life experience.

About us

Meet the team

We are a diverse and forward-thinking team of more than 160 financial experts, tech wizards, design obsessives, data engineers, product builders and creative problem solvers. Together, we are on a mission to transform our clients’ lives.

Our people

Our team

The Futureverse

This series of events, with accompanying podcasts, video and social content, will help you make up your

own mind about what lies ahead.

This series of events, with accompanying podcasts, video and social content, will help you make up your

own mind about what lies ahead.

This series of events, with accompanying podcasts, video and social content, will help you make up your

own mind about what lies ahead.

DISCOVER THE FUTUREVERSE

Y TREE Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 967369). Y TREE Limited is also regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 as a Registered Account Information Service Provider (Firm Reference Number 815261).

Company registered in England and Wales under company number 10186799. Registered office: Acre House, 11/15 William Road, London, NW1 3ER, United Kingdom.