Appikon för Self Wealth Management

Self Wealth Management

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

Av SELF WEALTH MANAGEMENT LTD · Ekonomi
Debuts-poäng 84NyGe det första betyget

Därför förväntar vi oss mycket av den: 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.

Self Wealth Management skärmbild 1Self Wealth Management skärmbild 2Self Wealth Management skärmbild 3

Kort sagt

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.

Sammanfattning från Debuts, baserad på appsidan i App Store.

Om appen

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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