About Us | Self Wealth Management

Self Wealth Management is a free financial planning platform for UK savers and investors. It gives you more than twenty calculators built on current UK tax rules, each one showing its workings in a "how we got these figures" section, so you can check the maths rather than take our word for it. Alongside them sit three free course tracks, the Investing Academy, Tax-Efficient Investing, and the Financial Planning Academy, plus a dashboard overview of your finances and an insights page that puts your numbers in context, illustrating things like what your current savings rate adds up to over time.

We don't manage money, sell products, or take a percentage of anything. There's no account minimum because there's no account. We don't think everyone needs an adviser — but we do think everyone needs a plan, and the tools to build one themselves.

Who's Behind Self Wealth Management

Self Wealth Management was built by financial planning professionals with over a decade of experience in UK financial planning. Over that time, we saw good financial guidance stay out of reach for a lot of people — kept behind minimum portfolio sizes, ongoing fees, or language that assumed you already understood it.

Everything on this platform is guidance and education, not regulated financial advice. We don't manage investments or provide personal recommendations, and using the platform never means handing your money over to us. Our aim is to help you understand your options, so you can make your own informed decisions.

Why We Built Self Wealth Management

We built the platform we wished existed. Not another business built to sell advice, but the education, tools and guidance we felt should exist for everyone — always free to access, never gatekept behind a minimum portfolio size.

We kept hearing the same handful of frustrations, again and again: minimum investment thresholds that shut people out, explanations that left people more confused than before, a sense that the adviser was benefiting more than the client, and fees running into the thousands for a service that amounted to one meeting every year or two.

We believe that:

Financial understanding shouldn't depend on how much you already have.

Consistent habits move long-term outcomes more than clever products.

Seeing the numbers for yourself beats being told about them.

We also believe people are capable of making strong financial decisions themselves when given clear information and the right tools.

We all make better decisions when we can clearly visualise the outcomes, benefits, risks and long-term effects. Our platform provides the tools and information to make those decisions easier for you.

Think of us as your financial sat nav, not your financial driver. We show the routes and the trade-offs; you decide where to go.

Self Wealth Management Ltd is registered in England and Wales, company number 17451406.