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Calculate Your Future

Our dashboard enables you to track your finances, assets and policies. We give you a 360° view of your wealth today and further insights showing you where you’ll be in the future.

360° Financial Review

Net Worth Tracker

Track your net worth with a clear view of your assets and liabilities in one secure place.

Personalised Insights

Forecast your wealth over time, make smarter choices with your money.

Personal Wealth Storage

Store key information on assets and polices, securely.


Get Early Access
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Financial Clarity

We let the numbers do the talking so you know where you’re heading

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Expert Sounding Board

Time is precious, our experts help you to navigate any personal financial situation or goal

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Financial Security

That doesn’t mean ‘get rich’, it means having full control and we support you.

What our customers think

I was referred to Steer from a reliable source. This has revolutionised how I have been "saving" my money and I now have actionable plans in place of easy to implement tasks to make the most out of my finances. Support has been very impressive and I am looking forward to the next 12 months.

Luke Hughes | Founder

Steer have supported me in setting up a financial structure for when wages enter my account. Coaching over Zoom and WhatsApp is perfect. I am learning through the process with advice that’s available online, when I need that experienced person to actually talk too before seeing it through, Steer are there.

Paul Lin | Business Owner

Simple pricing. Your money sorted.

Invest for your future, save for a disaster.

Standard
Early Adopters

Free

All tools provided in the standard account will be free forever for early adopters.


Debt Calculator

Net Worth Tracker

Retirement Calculator

Goal Calculator

Emergency Fund Analysis

Get Early Access
Premium - Dedicated Expert
Starting from

£200

We offer a 20% discount on annual plans because we see greater customer engagement and results.


Tailored financial guidance

Actionable plans

Your dedicated expert

On-demand support

Peace of mind, priceless.

Free 15 Minute Consultation
01

Expert

You’re paired with an experienced financial professional.

02

Impartial

We are fiduciaries, that means you pay us directly and we act in your best interests.

03

Personalised

Your expert gets to know you and your finances to tailor a strategy to your lifestyle.

04

Unlimited Support

Money and life are never straightforward, chat with us day or night, we fit around you.



Subscriptions includes all of these powerful features.

New features and services coming soon.

24/6 customer support

Got a question, concern or feedback? Our experts are just a quick message away (chat, email, WhatsApp) 24 hours a day, Monday to Friday...and Saturday until noon!

Steer Smart Models

Take full advantage of insights from our tailor-made financial models, regularly updated to keep pace with real life.

Financial experts on tap

Changes to personal finances happens all the time, often out of the blue and beyond our control. Our experts guide you through those changes, no matter how big or small

We have big plans

Heavily influenced by our customers, we’re developing innovative tools and services to make financial planning fit seamlessly with your lifestyle.

Money Back Guarantee

Stretch Savings. Optimise Income.

Financial happiness guaranteed. After 30-days, if you don't feel happier about your money, we will give you a full refund. No questions asked.

Speak to us