If you’re a medical professional managing a complex financial life, from NHS work to private practice, locum shifts, or additional income streams — keeping track of it all can feel overwhelming. Especially when you're also planning for the future, whether that’s investing, mortgages, or retirement. That's where PocketSmith comes in.
We've partnered with data provider Salt Edge to connect you with PSD2-compliant open banking feeds for all major institutions across England, Scotland, Wales, Northern Ireland and the EU.
See your complete financial picture at a glance, with automatic categorisation, cashflow tracking, and support for multiple currencies if you work or invest internationally.
Model career breaks, compare investment paths, plan for mortgages or retirement, and make confident long-term decisions backed by accurate financial projections.
PocketSmith adapts to the way you work. Create multiple custom dashboards, and tailor categories and budgets so you can visualise your financial life precisely the way you want.
We're highly responsive and care about getting you in control of your money. If you need a little help or just want to learn more, please get in touch — we’ll get right back to you.
Your data is safe with us. It's encrypted in transit and at rest, and you're not required to share personally-identifying information with us. Read more about our security practices.
“I can do everything on PocketSmith and no longer need to use spreadsheets. Just takes five minutes a day.” Read more reviews.
