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Self Wealth Management

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Self Wealth Management brings your whole financial picture into one place, built…

By SELF WEALTH MANAGEMENT LTD · Finance
Debuts score 84NewRate it first

Why we expect it: A thorough, UK-specific finance toolkit with clear value, a well-explained description and a sizeable audience of planners, though it has no ratings yet.

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In short

Self Wealth Management is a finance app that gathers a user's money details in one place, built around UK rules such as income tax, National Insurance, ISAs, pensions and student loans. It offers 24 calculators, a year-by-year retirement cashflow model, and a My Money section that feeds saved figures into every calculator. It stands out for its My Money feature, which means figures are entered once and reused across the tools.

Summary by Debuts, based on the App Store listing.

About

Self Wealth Management brings your whole financial picture into one place, built specifically for UK rules: income tax and National Insurance, ISAs, pensions and pension tax relief, student loans, stamp duty, capital gains, child benefit and more.

Twenty-four calculators. Work out your take-home pay, adjusted net income, pension tax relief, annual allowance, capital gains, inheritance tax, stamp duty, childcare costs and the rest, all using current UK thresholds.

A cashflow model. Project your finances year by year through retirement: income, spending, pensions, investments and debts, with market assumptions and historical downturn scenarios you can test against.

My Money. Save your income, spending, assets, pensions and liabilities once, and every calculator uses them automatically. No re-entering the same figures.

Insights and Academy. Personalised observations about your finances, plus plain-English lessons on how UK tax, pensions and investing actually work.

Self Wealth Management is an educational and planning tool. It gives you guidance and calculations, not regulated financial advice, and no products are sold in the app.

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