Somerset Wealth Management

About Somerset Wealth Management

Sustainable Wealth, a Richer Lifestyle, and an Enduring Legacy… with less financial hassle.

We believe successful entrepreneurs like you deserve Financial Sovereignty.

And that’s not just about great advice. It’s also about how we communicate safely and securely in an uncertain world, and the investment we make in delivering financial clarity.

The Somerset WM app is provided exclusively to clients of Somerset Wealth Management. Its purpose is to provide a simple view of your financial health, your digital wealth filing cabinet.

All your investments, pensions, savings, insurances, banking, credit cards and property, viewed and actively monitored together with all the associated paperwork.

One place for everything financial.

Here’s some of the things the Somerset WM app can do for you:

• From a single investment to an extensive investment portfolio; the Somerset WM app makes it simple to understand how your investments are performing with daily valuations, share, and fund prices

• Track your income and spending on credit cards and bank accounts, automatically categorise transactions so you can see how much you are spending on bills, your property or eating out, and how this is changing over time

• Compare spending to income and visualise how much you can save over time, helping you achieve sustainable wealth

• Track your property value against the Land Registry price index and store all your important documents, including your insurance certificates, against the property to which they relate

• Peace of mind, knowing your key financial information is held safely, accessible to your Partner or dependants should the worst happen.

The Somerset WM app is available exclusively to clients of Somerset Wealth Management. If you don't already have access to your client account, please contact the team via email to [email protected].

Somerset Wealth Management… Sustainable Wealth > Richer Lifestyle > Enduring Legacy… with less financial hassle.