Now Live on iOS & Android

Know your worth.
Plan your future.

WealthView tracks your net worth, models your retirement, and shows your tax position — all in one app, all on your device. Built for the UK.

Download on Google Play Download on the App Store See features →
£0
to get started
6
powerful tabs
£7.99
one-time unlock
Six tabs. Everything covered.

From net worth to inheritance tax — one app, nothing missing.

💷 Wealth
⌛ Retire
🧾 Tax
📊 History
⚙️ Manage
❓ Help
What's inside

Everything you need to understand your finances.

💷
Net Worth Tracker
See everything you own and everything you owe in one place. Updated every time you do.
  • Property, pension, investments, savings, cash
  • Mortgages, debts and liabilities
  • Beautiful graphs with 1M / 3M / 1Y / 3Y / MAX periods
  • Category drill-down with per-account breakdown
  • Inline expand — see accounts without leaving the list
  • Net worth target line with progress bar
📐
Net Worth Modeller
Project what your money could become. Set your actual figures as a baseline, then layer on what-if scenarios to see exactly what changes.
  • Baseline layer — enter your real-world rate, contribution, and payment terms
  • What-if layer — model extra contributions, one-off injections, rate changes
  • Liability overpayment — see payoff date and interest saved
  • Combined net worth projection up to 30 years
  • Baseline vs modelled two-line chart per account and combined
⌛
Retirement Modeller
Project your pension forward to retirement and 30 years beyond. Model multiple scenarios, stress test your plan, and get a single readiness score.
  • DC and DB pension support
  • State Pension integration with REDUCE / KEEP income modes
  • Tax-free lump sum slider (0–25%)
  • PLSA benchmark comparisons
  • Save and compare multiple scenarios side by side
  • ✨ Guided Setup Wizard — step-by-step retirement walkthrough
⚡
Stress Test
Four industry-standard scenarios run against your retirement plan simultaneously. Know exactly how robust your plan really is.
  • 🕰 Longevity — what if you live 10+ years longer?
  • 📉 Low growth — what if returns disappoint?
  • 💥 Market crash — what if retirement starts badly?
  • 🏥 Care costs — model realistic later-life care spending
  • Sustainable / Warning / At risk result badges per scenario
🧾
Tax Position
Enter your salary once and get a full picture of where you stand — income tax, NI, pension allowances, ISA headroom, and IHT — all in one tab.
  • Income tax with visual tax band bar
  • National Insurance breakdown
  • Pension annual allowance bar (employee + employer)
  • ISA deposit tracking and PSA calculation
  • Retirement tax estimate (uses your actual plan)
  • IHT estate projection to age 85 with spouse and RNRB toggles
  • CGT awareness for non-ISA investments
  • Salary sacrifice and Scotland tax residency support
🎯
Retirement Readiness Score
A single number on your dashboard that tells you if you're on track. Based on your income goal and a year-by-year simulation — not a rough estimate.
  • Set a monthly income target or use a drawdown rate
  • See your required pot size and current deficit
  • Score updates as your wealth grows
📊
Snapshot History
Every update is saved automatically. One snapshot per day keeps your history clean and meaningful — with full category breakdown per entry.
  • Manual snapshots with notes
  • Full category breakdown per snapshot
  • Graph of your wealth over time
  • Filter by assets or liabilities
🏆
Milestone Celebrations
Celebrate every £50k, £100k, £250k, £500k, and £1m milestone as your net worth grows. One-time, meaningful, motivating.
  • Fires once per milestone — no repeated alerts
  • Share your achievements
  • Pair with a net worth target for extra motivation
🔒
Private and Secure
Your data never leaves your device. No accounts, no servers, no adverts. Ever. PIN protection keeps prying eyes out.
  • PIN lock with auto-lock timer
  • All data stored locally — zero cloud sync
  • No tracking, no analytics, no adverts
  • Export and share snapshots as images
Your data, your device

No server. No account. No nonsense.

WealthView stores everything in your phone's local storage. Your financial data never touches a server, never gets sold, and can never be breached. That's not a feature — it's the whole point.

0
servers involved
0
accounts required
0
adverts, ever
Built for the UK

Designed around how Britain saves.

WealthView uses UK financial products and terminology throughout. No American 401(k)s or confusing international terms — just the products and language you actually use.

🏛️
ISAs and SIPPs Stocks & Shares ISAs, Cash ISAs, and Self-Invested Personal Pensions built in as named categories.
🏦
State Pension Enter your State Pension forecast and see exactly how it offsets drawdown from age 67.
🏠
Inheritance Tax IHT estate projection to age 85 with Nil Rate Band, Residence NRB, and spouse allowance — all UK rules, correctly applied.
💷
£ GBP by default Sterling first, with $ USD and € EUR available for expats and international users.
£221
State Pension /wk
67
State Pension age
25%
Tax-free lump sum
£60k
Annual pension allowance
£325k
IHT Nil Rate Band
£20k
ISA annual limit
Simple pricing

Free to start. £7.99 to unlock everything.

Free
£0
Start tracking straight away
  • Unlimited accounts across all categories
  • Net worth tracking and graph
  • Retire tab — chart and readiness score
  • 5-row retirement year-by-year preview
  • Tax tab — income tax, NI and pension allowance
  • ISA balance tracking
  • 5 snapshots in history
  • Retirement modeller controls
  • Net Worth Modeller
  • Stress Test
  • Tax relief, IHT and CGT sections
  • Full snapshot history
  • Dark mode
  • Manage tab settings
Download Free on Android Download Free on iOS
Best Value
Premium
£7.99 once
One payment. Yours forever.
  • Everything in Free
  • Full retirement modeller — all controls
  • ✨ Guided Retirement Wizard
  • Retirement Stress Test (4 scenarios)
  • Full year-by-year retirement breakdown
  • Net Worth Modeller with what-if scenarios
  • Tax relief, IHT projection and CGT awareness
  • Full snapshot history — unlimited
  • Manual snapshots with notes
  • Milestone celebrations
  • Dark mode
  • Inflation-adjusted (real terms) charts
  • Custom categories and net worth target
  • All Manage tab settings
  • No subscription. Ever.
Get WealthView on Android — £7.99 Get WealthView on iOS — £7.99
Get started today

Your financial future starts now.

WealthView is available now on iPhone and Android. Free to download, with a one-time £7.99 premium unlock.

Download on Google Play Download on the App Store

Available now on iPhone and Android. Free download.