Built for UK families — not spreadsheets, not family offices
Your family's wealth, in one clear place.
Company shareholdings, dividends, EOT loan notes, ISAs, property, pensions — Fieldwell brings the whole picture together, updated automatically, without giving up control to an adviser you don't need yet.
Open Banking via TrueLayer. Read-only bank connections. No advice.
The whole family picture — not just the bits your bank sees
Fieldwell is built around the assets UK families actually hold: private companies, EOT loans, dividends, ISAs, property. Not a budget app with net-worth bolted on.
Company shareholdings
Track every share class across every family company, with ownership, valuations, and per-shareholder value in one view.
Dividend planner
Model dividend runs against personal allowances and basic-rate headroom. Generate board minutes and dividend vouchers without leaving the app.
EOT & loan notes
Model Employee Ownership Trust loan-note scenarios — principal, accrued interest, and best/likely/adverse repayment paths.
ISAs & pensions
ISA allowances, JISA, GIA, and pension contributions tracked against the current tax year — never a mid-year surprise.
Property & assets
Homes, buy-to-lets, art, vehicles, and everything else on one net-worth line, with photographs and documents attached.
Live net worth
Bank feeds via TrueLayer plus manual entries roll up into a single net-worth number, updated every day.