Moneyinfo Ltd Apps

The Millen Capital App is a service available to Millen Capitalclients that will give a complete picture of your financial life,all in ONE place. All of your investments, savings, pensions,insurances, banking, credit cards and property can be trackedtogether with all of the associated paperwork safely stored andaccessible when you need it. Here're a few of the things the MillenCapital App can help you with – • From a simple investment throughto an extensive investment portfolio, the Millen Capital App makesit simple to understand how your investments are doing with dailyvaluations, share and fund prices. • Track your income and spendingon your credit cards and bank accounts. Automatically categorizingeach transaction so you can see how much you are spending on bills,your property or eating out, and how this is changing over time. •You can compare your spending to your income and see how much youcan save over time helping you achieve your financial goals. •Track your property against the Land Registry price index and storeall of your important documents including your insurances againstthe property to which they relate. Making it simple to find theinformation when you need it most. • Make better financialdecisions and answer questions such as am I saving enough towardsmy retirement? When can I retire? • Having all of your financialinformation in one place, not only provides you with peace of mind.Imagine if something were to happen to you, wouldn’t it be nice toknow that all your information is accessible to your partner ordependants. The Millen Capital App makes understanding and keepingtrack of your money both easy and safe.

The Town Close FP app is a service provided by Town CloseFinancialPlanning Ltd and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things the TownCloseFP app can help you with – • From a single investment toanextensive investment portfolio; the Town Close FP app makesitsimple to understand how your investments are doing withdailyvaluations, share and fund prices. • Tracking your incomeandspending on your credit cards and bank accounts.Automaticallycategorising each transaction so you can see how muchyou arespending on bills, your property or eating out, and how thisischanging over time. • Comparing your spending to your incomeandvisualising how much you can save over time, helping youachieveyour financial goals. • Tracking your property value againsttheLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? TheTown Close FP app makes understanding and keepingtrack of yourmoney both easy and safe. The Town Close FP app isavailable toclients of Town Close Financial Planning Ltd. If youdon't alreadyhave access to your own Town Close FP account, contactthe team [email protected].

The HF Wealth app is a service provided by Hudson FosterFinancialServices and powered by moneyinfo that gives you acomplete pictureof your financial life. Think of it as your digitalfinancialfiling cabinet. All of your investments, savings,pensions,insurances, banking, credit cards and property can betrackedtogether with all of the associated paperwork. One placeforeverything financial. Here’s a few of the things the HF Wealthappcan help you with – • From a single investment to anextensiveinvestment portfolio; the HF Wealth app makes it simpletounderstand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your income andspending on yourcredit cards and bank accounts. Automaticallycategorising eachtransaction so you can see how much you arespending on bills, yourproperty or eating out, and how this ischanging over time. •Comparing your spending to your income andvisualising how much youcan save over time, helping you achieveyour financial goals. •Tracking your property value against theLand Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. • Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement?When can I retire? • Having allof your financial information inone place. Not only providing youwith peace of mind, but imagineif something were to happen to you…Wouldn’t it be nice to knowthat all of your financial informationwould be accessible to yourpartner or dependants? The HF Wealth appmakes understanding andkeeping track of your money both easy andsafe. The HF Wealth appis available to clients of Hudson FosterFinancial Services. If youdon't already have access to your ownHudson Foster FinancialServices account, contact the team [email protected].

A clear, uncomplicated view of your investment portfolio. As an appon your tablet and smartphone, the Hawksmoor Client Portal isaccessible to you at any time, wherever you are. Everythingsummarised: The Hawksmoor Client Portal gives you a snapshot ofyour investment portfolio. You can see an overview of the value ofyour portfolio over time as well as the breakdown of your portfolioand a list of recent documents we’ve sent to you. Keep track ofyour investments The Hawksmoor Client Portal makes it easy to seehow your investments are doing. Valuations are updated daily andbuild into a historical record across your portfolio. Keep yourimportant documents safe Your portfolio performance reports, taxpacks and other documents are delivered securely to you. TheHawksmoor Client Portal keeps these important financial documentssafe, secure and accessible. The Hawksmoor Client Portal will sharedocuments and reports with you and you’ll receive a notificationtelling you they are there waiting for you. Simply log in to theHawksmoor Client Portal and you can read them when it’s convenient.Secure communications The Hawksmoor Client Portal ensures that yourpersonal data is exchanged using only the most secure methods.Contact the team at [email protected].

The EIC Portal is a service provided by EthicalInvestmentCo-operative and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things the EICPortalcan help you with – • From a single investment to anextensiveinvestment portfolio; the EIC Portal makes it simple tounderstandhow your investments are doing with daily valuations,share andfund prices. • Tracking your income and spending on yourcreditcards and bank accounts. Automatically categorisingeachtransaction so you can see how much you are spending on bills,yourproperty or eating out, and how this is changing over time.•Comparing your spending to your income and visualising how muchyoucan save over time, helping you achieve your financial goals.•Tracking your property value against the Land Registry priceindexand storing all of your important documents, includingyourinsurance certificates against the property to which theyrelate.Simplifying finding the information when you need it most. •Makingbetter financial decisions and answering questions such as;Can Iafford to buy my house? Am I saving enough towards myretirement?When can I retire? • Having all of your financialinformation inone place. Not only providing you with peace of mind,but imagineif something were to happen to you… Wouldn’t it be niceto knowthat all of your financial information would be accessibleto yourpartner or dependants? The EIC Portal makes understandingandkeeping track of your money both easy and safe. The EIC Portalisavailable to clients of Ethical Investment Co-operative. Ifyoudon't already have access to your own EIC Portal account,contactthe team at [email protected]

The MBH Wealth app is a service provided by MBH WealthManagementand powered by moneyinfo that gives you a completepicture of yourfinancial life. Think of it as your digitalfinancial filingcabinet. All of your investments, savings,pensions, insurances,banking, credit cards and property can betracked together with allof the associated paperwork. One place foreverything financial.Here’s a few of the things the MBH Wealth appcan help you with –•From a single investment to an extensiveinvestment portfolio; theMBH Wealth app makes it simple tounderstand how your investmentsare doing with daily valuations,share and fund prices. •Trackingyour income and spending on yourcredit cards and bank accounts.Automatically categorising eachtransaction so you can see how muchyou are spending on bills, yourproperty or eating out, and howthis is changing over time.•Comparing your spending to your incomeand visualising how much youcan save over time, helping youachieve your financial goals.•Tracking your property value againstthe Land Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. •Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement?When can I retire? •Having allof your financial information in oneplace. Not only providing youwith peace of mind, but imagine ifsomething were to happen to you…Wouldn’t it be nice to know thatall of your financial informationwould be accessible to yourpartner or dependants? The MBH Wealthapp makes understanding andkeeping track of your money both easyand safe. The MBH Wealth appis available to clients of MBH WealthManagement. If you don'talready have access to your own MBH WealthManagement account,contact the team at [email protected]

The CIM Wealth app is a service provided by ChristchurchInvestmentManagement and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things the CIMWealthapp can help you with – • From a single investment to anextensiveinvestment portfolio; the CIM Wealth app makes it simpletounderstand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your income andspending on yourcredit cards and bank accounts. Automaticallycategorising eachtransaction so you can see how much you arespending on bills, yourproperty or eating out, and how this ischanging over time. •Comparing your spending to your income andvisualising how much youcan save over time, helping you achieveyour financial goals. •Tracking your property value against theLand Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. • Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement?When can I retire? • Having allof your financial information inone place. Not only providing youwith peace of mind, but imagineif something were to happen to you…Wouldn’t it be nice to knowthat all of your financial informationwould be accessible to yourpartner or dependants? The CIM Wealthapp makes understanding andkeeping track of your money both easyand safe. The CIM Wealth appis available to clients of ChristchurchInvestment Management. Ifyou don't already have access to your ownChristchurch InvestmentManagement account, contact the team [email protected].

The TPO Wealth app is a service provided by The Private OfficeLtdand powered by MoneyInfo that gives you a complete picture ofyourfinancial life. Having all of your financial information inoneplace. The TPO Wealth app makes understanding and keeping trackofyour money both easy and safe. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Here’sa fewof the things the TPO Wealth app can help you with – • Fromasingle investment to an extensive investment portfolio; theTPOWealth app makes it simple to understand how your investmentsaredoing with daily valuations, share and fund prices. • Trackingyourincome and spending on your credit cards and bankaccounts.Automatically categorising each transaction so you can seehow muchyou are spending on bills, your property or eating out, andhowthis is changing over time. • Comparing your spending toyourincome and visualising how much you can save over time, helpingyouachieve your financial goals. • Tracking your propertyvalueagainst the Land Registry price index and storing all ofyourimportant documents, including your insurance certificatesagainstthe property to which they relate. Simplifying findingtheinformation when you need it most. • Having all of yourfinancialinformation in one place. Not only providing you withpeace ofmind, but imagine if something were to happen to you…Wouldn’t itbe nice to know that all of your financial informationwould beaccessible to your partner or dependants? The TPO Wealthapp isavailable to clients of The Private Office Ltd. If youdon'talready have access to your own TPO account, contact the [email protected].

The WKM Wealth app is a service provided by WKM Wealth Ltdandpowered by moneyinfo that gives you a complete picture ofyourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether. Oneplace for everything financial. Here’s a few of thethings the WKMWealth app can help you with – • From a singleinvestment to anextensive investment portfolio; the WKM Wealth appmakes it simpleto understand how your investments are doing withdaily valuations,share and fund prices. • Tracking your income andspending on yourcredit cards and bank accounts. Automaticallycategorising eachtransaction so you can see how much you arespending on bills, yourproperty or eating out, and how this ischanging over time. •Comparing your spending to your income andvisualising how much youcan save over time, helping you achieveyour financial goals. •Tracking your property value against theLand Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. • Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement? •Having all of your financialinformation in one place. Not onlyproviding you with peace of mind,but imagine if something were tohappen to you… Wouldn’t it be niceto know that all of yourfinancial information would be accessibleto your partner ordependants? The WKM Wealth app makesunderstanding and keepingtrack of your money both easy and safe.The WKM Wealth app isavailable to clients of WKM Wealth Ltd. If youdon't already haveaccess to your own WKM Wealth Ltd account,contact the team [email protected]

The DJH Wealth App is a service provided by DJH WealthManagementand powered by moneyinfo that gives you a completepicture of yourfinancial life. Think of it as your digitalfinancial filingcabinet. All of your investments, savings,pensions, insurances,banking, credit cards and property can betracked together with allof the associated paperwork. One place foreverything financial.Here’s a few of the things The DJH Wealth Appcan help you with – •From a single investment to an extensiveinvestment portfolio; TheDJH Wealth App makes it simple tounderstand how your investmentsare doing with daily valuations,share and fund prices. • Trackingyour income and spending on yourcredit cards and bank accounts.Automatically categorising eachtransaction so you can see how muchyou are spending on bills, yourproperty or eating out, and howthis is changing over time. •Comparing your spending to yourincome and visualising how much youcan save over time, helping youachieve your financial goals. •Tracking your property valueagainst the Land Registry price indexand storing all of yourimportant documents, including yourinsurance certificates againstthe property to which they relate.Simplifying finding theinformation when you need it most. • Makingbetter financialdecisions and answering questions such as; Can Iafford to buy myhouse? Am I saving enough towards my retirement?When can I retire?• Having all of your financial information in oneplace. Not onlyproviding you with peace of mind, but imagine ifsomething were tohappen to you… Wouldn’t it be nice to know thatall of yourfinancial information would be accessible to yourpartner ordependants? The DJH Wealth App makes understanding andkeepingtrack of your money both easy and safe. The DJH Wealth Appisavailable to clients of DJH Wealth Management. If you don'talreadyhave access to your own DJH Wealth App account, contact theteam [email protected].

BG&Y Connect is a service provided by Baker Gladstone &York Limited and powered by moneyinfo that gives you a completepicture of your financial life. Think of it as your digitalfinancial filing cabinet. All of your investments, savings,pensions, insurances, banking, credit cards and property can betracked together with all of the associated paperwork. One placefor everything financial. Here’s a few of the things BG&YConnect can help you with – • From a single investment to anextensive investment portfolio; BG&Y Connect makes it simple tounderstand how your investments are doing with daily valuations,share and fund prices. • Tracking your income and spending on yourcredit cards and bank accounts. Automatically categorising eachtransaction so you can see how much you are spending on bills, yourproperty or eating out, and how this is changing over time. •Comparing your spending to your income and visualising how much youcan save over time, helping you achieve your financial goals. •Tracking your property value against the Land Registry price indexand storing all of your important documents, including yourinsurance certificates against the property to which they relate.Simplifying finding the information when you need it most. • Makingbetter financial decisions and answering questions such as; Can Iafford to buy my house? Am I saving enough towards my retirement?When can I retire? • Having all of your financial information inone place. Not only providing you with peace of mind, but imagineif something were to happen to you… Wouldn’t it be nice to knowthat all of your financial information would be accessible to yourpartner or dependants? BG&Y Connect makes understanding andkeeping track of your money both easy and safe. The BG&YConnect App is available to clients of Baker Gladstone & YorkLimited. If you don't already have access to your own BG&YConnect account, contact the team at [email protected].

BFP moneyinfo is a service that gives you a complete picture ofyourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether with allof the associated paperwork. One place foreverything financial.Here’s a few of the things BFP moneyinfo canhelp you with – • Froma single investment to an extensiveinvestment portfolio; BFPmoneyinfo makes it simple to understandhow your investments aredoing with daily valuations, share and fundprices. • Tracking yourincome and spending on your credit cards andbank accounts.Automatically categorising each transaction so youcan see how muchyou are spending on bills, your property or eatingout, and howthis is changing over time. • Comparing your spendingto yourincome and visualising how much you can save over time,helping youachieve your financial goals. • Tracking your propertyvalueagainst the Land Registry price index and storing all ofyourimportant documents, including your insurance certificatesagainstthe property to which they relate. Simplifying findingtheinformation when you need it most. • Making betterfinancialdecisions and answering questions such as; Can I afford tobuy myhouse? Am I saving enough towards my retirement? When can Iretire?• Having all of your financial information in one place. Notonlyproviding you with peace of mind, but imagine if something weretohappen to you… Wouldn’t it be nice to know that all ofyourfinancial information would be accessible to your partnerordependants? BFP moneyinfo makes understanding and keeping trackofyour money both easy and safe. The BFP moneyinfo app isavailableto clients of Bromwich Financial Planning. If you don'talreadyhave access to your own BFP moneyinfo account, contact theteam [email protected].

The Becketts app is a service provided by BeckettsFinancialServices and powered by moneyinfo that helps you makeconfidentinformed decisions at all stages of your life. Think of itas yourdigital financial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things theBeckettsapp can help you with – • From a single investment to anextensiveinvestment portfolio; the Becketts app makes it simpletounderstand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your income andspending on yourcredit cards and bank accounts. Automaticallycategorising eachtransaction so you can see how much you arespending on bills, yourproperty or eating out, and how this ischanging over time. •Comparing your spending to your income andvisualising how much youcan save over time, helping you achieveyour financial goals. •Tracking your property value against theLand Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. • Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement?When can I retire? • Having allof your financial information inone place, not only providing youwith peace of mind, but if theworst were to happen … Wouldn’t it benice to know that all of yourfinancial information would beaccessible to your partner ordependants? The Becketts app makesunderstanding and keeping trackof your money both easy and safe.The Becketts app is available toclients of Becketts FinancialServices. If you don't already haveaccess to your own BeckettsFinancial Services account, contact theteam [email protected].

The MyThanks app is a service provided by Thanks Wealth Planningandpowered by moneyinfo that gives you a complete picture ofyourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether with allof the associated paperwork. One place foreverything financial.Here’s a few of the things the MyThanks appcan help you with – •From a single investment to an extensiveinvestment portfolio; theMyThanks app makes it simple to understandhow your investments aredoing with daily valuations, share and fundprices. • Tracking yourincome and spending on your credit cards andbank accounts.Automatically categorising each transaction so youcan see how muchyou are spending on bills, your property or eatingout, and howthis is changing over time. • Comparing your spendingto yourincome and visualising how much you can save over time,helping youachieve your financial goals. • Tracking your propertyvalueagainst the Land Registry price index and storing all ofyourimportant documents, including your insurance certificatesagainstthe property to which they relate. Simplifying findingtheinformation when you need it most. • Making betterfinancialdecisions and answering questions such as; Can I afford tobuy myhouse? Am I saving enough towards my retirement? When can Iretire?• Having all of your financial information in one place. Notonlyproviding you with peace of mind, but imagine if something weretohappen to you… Wouldn’t it be nice to know that all ofyourfinancial information would be accessible to your partnerordependants? The MyThanks app makes understanding and keepingtrackof your money both easy and safe. The MyThanks app isavailable toclients of Thanks Wealth Planning. If you don't alreadyhave accessto your own Thanks Wealth Planning account,[email protected].

The Ellis Davies app is a service provided by Ellis DaviesFinancialPlanning Ltd and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things theEllisDavies app can help you with – • From a single investment toanextensive investment portfolio; the Ellis Davies app makesitsimple to understand how your investments are doing withdailyvaluations, share and fund prices. • Tracking your incomeandspending on your credit cards and bank accounts.Automaticallycategorising each transaction so you can see how muchyou arespending on bills, your property or eating out, and how thisischanging over time. • Comparing your spending to your incomeandvisualising how much you can save over time, helping youachieveyour financial goals. • Tracking your property value againsttheLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? TheEllis Davies app makes understanding and keepingtrack of yourmoney both easy and safe. The Ellis Davies app isavailable toclients of Ellis Davies Financial Planning Ltd . If youdon'talready have access to your own Ellis Davies FinancialPlanning Ltdaccount, contact the team at [email protected].

Murphy Wealth is a service provided by Murphy Wealth and poweredbymoneyinfo that gives you a complete picture of your financiallife.Think of it as your digital financial filing cabinet. All ofyourinvestments, savings, pensions, insurances, banking, creditcardsand property can be tracked together with all of theassociatedpaperwork. One place for everything financial. Here’s afew of thethings Murphy Wealth can help you with – • From a singleinvestmentto an extensive investment portfolio; Murphy Wealth makesit simpleto understand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your income andspending on yourcredit cards and bank accounts. Automaticallycategorising eachtransaction so you can see how much you arespending on bills, yourproperty or eating out, and how this ischanging over time. •Comparing your spending to your income andvisualising how much youcan save over time, helping you achieveyour financial goals. •Tracking your property value against theLand Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. • Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement?When can I retire? • Having allof your financial information inone place. Not only providing youwith peace of mind, but imagineif something were to happen to you…Wouldn’t it be nice to knowthat all of your financial informationwould be accessible to yourpartner or dependants? Murphy Wealthmakes understanding andkeeping track of your money both easy andsafe. The Murphy Wealthapp is available to clients of MurphyWealth. If you don't alreadyhave access to your own Murphy Wealthaccount, contact the team [email protected].

The FH Portal is a service provided by Forrester-Hyde Limitedwhichprovides our clients with a clear, secure, uncomplicated viewoftheir investments. Everything Summarised - The FH Portal providesasnapshot of your investments and an easy navigation pointtoeverything you need such as the current valuation,historicalperformance, news and updates, secure messages as well asonlinedocument storage. Keeping Track – The FH Portal makesitstraightforward to keep track of how your investmentsareperforming, with valuations updated daily as well a breakdownofthe portfolio and historical performance data. Your assetsmanagedby Forrester-Hyde will be listed initially but you can alsochooseto include other assets, such as your home or savingsandinvestments which you manage personally, if you wish.DataProtection – Forrester-Hyde Limited take the security ofyourpersonal and financial information very seriously and the FHPortalmakes sure that your data is safeguarded using bank levelsecurityand encryption. The FH Portal is further protected withyour ownsix-digit pin and registered to your personal device.SecureCommunications – Important messages and updates are providedviasecure, encrypted messaging. You will receive notifications onyoursmartphone/tablet to prompt you to login and checkimportantmessages that Forrester-Hyde have sent you. You canrespondaccordingly or issue new messages to us securely, removingthe riskof email traffic. Online Documents – Forrester-Hyde cansharedocuments and reports with you via the FH Portal andvice-versa.You can also safely and securely store copies of yourimportantdocuments online, providing you and your family withreassuranceand instant access in the event of an emergency. The FHPortalmakes understanding and keeping track of your money both easyandsafe and is available to clients of Forrester-Hyde Limited. Ifyoudon't already have access to your own Forrester-Hydeaccount,please contact the team at [email protected]

The Caliber Connect app is a service provided by CaliberFinancialManagement Ltd and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things theCaliberConnect app can help you with – • From a single investmentto anextensive investment portfolio; the Caliber Connect app makesitsimple to understand how your investments are doing withdailyvaluations, share and fund prices. • Tracking your incomeandspending on your credit cards and bank accounts.Automaticallycategorising each transaction so you can see how muchyou arespending on bills, your property or eating out, and how thisischanging over time. • Comparing your spending to your incomeandvisualising how much you can save over time, helping youachieveyour financial goals. • Tracking your property value againsttheLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? TheCaliber Connect app makes understanding and keepingtrack of yourmoney both easy and safe. The Caliber Connect app isavailable toclients of Caliber Financial Management Ltd. If youdon't alreadyhave access to your own Caliber Financial ManagementLtd account,contact the team at [email protected].

The Si Client Hub app is a service provided bySutherlandIndependent and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things the SiClientHub app can help you with – • From a single investment toanextensive investment portfolio; the Si Client Hub app makesitsimple to understand how your investments are doing withdailyvaluations, share and fund prices. • Tracking your incomeandspending on your credit cards and bank accounts.Automaticallycategorising each transaction so you can see how muchyou arespending on bills, your property or eating out, and how thisischanging over time. • Comparing your spending to your incomeandvisualising how much you can save over time, helping youachieveyour financial goals. • Tracking your property value againsttheLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? TheSi Client Hub app makes understanding and keepingtrack of yourmoney both easy and safe. The Si Client Hub app isavailable toclients of Sutherland Independent. If you don't alreadyhave accessto your own Sutherland Independent account, contact theteam [email protected].

The VWM Wealth App is a service provided by VWM Wealth thatgivesyou a complete picture of your financial life. Think of it asyourdigital financial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things the VWMWealthApp can help you with – • From a single investment to anextensiveinvestment portfolio; the VWM Wealth App makes it simpletounderstand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your income andspending on yourcredit cards and bank accounts. Automaticallycategorising eachtransaction so you can see how much you arespending on bills, yourproperty or eating out, and how this ischanging over time. •Comparing your spending to your income andvisualising how much youcan save over time, helping you achieveyour financial goals. •Tracking your property value against theLand Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. • Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement?When can I retire? The VWMWealth App makes understanding andkeeping track of your money botheasy and safe. The VWM Wealth Appis available to clients of VWMWealth. If you don't already haveaccess to your own VWM Wealth Appaccount, contact the team [email protected].

The Wells Gibson Connect is a service provided by WellsGibsonLimited and powered by moneyinfo that gives you a completepictureof your financial life. Think of it as your digitalfinancialfiling cabinet. All of your investments, savings,pensions,insurances, banking, credit cards and property can betrackedtogether with all of the associated paperwork. One placeforeverything financial. Here’s a few of the things the WellsGibsonConnect can help you with – • From a single investment toanextensive investment portfolio; the Wells Gibson Connect makesitsimple to understand how your investments are doing withdailyvaluations, share and fund prices. • Tracking your incomeandspending on your credit cards and bank accounts.Automaticallycategorising each transaction so you can see how muchyou arespending on bills, your property or eating out, and how thisischanging over time. • Comparing your spending to your incomeandvisualising how much you can save over time, helping youachieveyour financial goals. • Tracking your property value againsttheLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants?Wells Gibson Connect makes understanding and keepingtrack of yourmoney both easy and safe. The Wells Gibson Connect Appis availableto clients of Wells Gibson Limited. If you don'talready haveaccess to your own Wells Gibson Connect account,contact the teamat [email protected].

The FPC View app is a service provided by The FinancialPlanningCorporation LLP and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Here’sa fewof the things the FPC View app can help you with – • From asingleinvestment to an extensive investment portfolio; the FPC Viewappmakes it simple to understand how your investments are doingwithdaily valuations, share and fund prices. FPC View can aggregatetheinformation and values from multiple accounts and platforms. •Asecure store for your financial documents, which can includeFPCreviews, reports and market updates. It can also be usedforpersonal files, which might include insurance documents, Willsortrust deeds. • As a personal financial assistance to help youkeepan eye on upcoming renewals, payments and incomes. • FPC Viewalsoincludes a messaging tool so that sensitive personal data canbeexchanged securely. Notifications can alert you whenimportantmessages or documents are waiting to be read. The FPC Viewapp isavailable to clients of The Financial Planning CorporationLLP.

Mercury Insight is a service provided by Mercury WealthManagementthat gives you a complete picture of your financial life.One placefor everything financial. It makes understanding andkeeping trackof your money both easy and safe. Mercury Insight isavailableexclusively to clients of Mercury Wealth Management.

The GNB Wealth app is a service provided by Gilliland NeilsonBrownChartered Financial Planners and powered by moneyinfo thatgivesyou a complete picture of your financial life. Think of it asyourdigital financial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things the GNBWealthapp can help you with – • From a single investment to anextensiveinvestment portfolio; the GNB Wealth app makes it simpletounderstand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your income andspending on yourcredit cards and bank accounts. Automaticallycategorising eachtransaction so you can see how much you arespending on bills, yourproperty or eating out, and how this ischanging over time. •Comparing your spending to your income andvisualising how much youcan save over time, helping you achieveyour financial goals. •Tracking your property value against theLand Registry price indexand storing all of your importantdocuments, including yourinsurance certificates against theproperty to which they relate.Simplifying finding the informationwhen you need it most. • Makingbetter financial decisions andanswering questions such as; Can Iafford to buy my house? Am Isaving enough towards my retirement?When can I retire? • Having allof your financial information inone place. Not only providing youwith peace of mind, but imagineif something were to happen to you…Wouldn’t it be nice to knowthat all of your financial informationwould be accessible to yourpartner or dependants? The GNB Wealthapp makes understanding andkeeping track of your money both easyand safe. The GNB Wealth appis available to clients of GillilandNeilson Brown who are taxresident in the UK. If you don't alreadyhave access to your ownGilliland Neilson Brown account, contact theteam [email protected]

The HFMC Connect app is a service provided by HFMC and poweredbymoneyinfo that gives you a complete picture of your financiallife.Think of it as your digital financial filing cabinet. All ofyourinvestments, savings, pensions, insurances, banking, creditcardsand property can be tracked together with all of theassociatedpaperwork. One place for everything financial. Here’s afew of thethings the HFMC Connect app can help you with – • From asingleinvestment to an extensive investment portfolio; the HFMCConnectapp makes it simple to understand how your investments aredoingwith daily valuations, share and fund prices. • Trackingyourincome and spending on your credit cards and bankaccounts.Automatically categorising each transaction so you can seehow muchyou are spending on bills, your property or eating out, andhowthis is changing over time. • Comparing your spending toyourincome and visualising how much you can save over time, helpingyouachieve your financial goals. • Tracking your propertyvalueagainst the Land Registry price index and storing all ofyourimportant documents, including your insurance certificatesagainstthe property to which they relate. Simplifying findingtheinformation when you need it most. • Making betterfinancialdecisions and answering questions such as; Can I afford tobuy myhouse? Am I saving enough towards my retirement? When can Iretire?• Having all of your financial information in one place. Notonlyproviding you with peace of mind, but imagine if something weretohappen to you… Wouldn’t it be nice to know that all ofyourfinancial information would be accessible to your partnerordependants? The HFMC Connect app makes understanding andkeepingtrack of your money both easy and safe. The HFMC Connect appisavailable to clients of HFMC. If you don't already have accesstoyour own HFMC account, contact the team at [email protected].

MCFP Connect is a service provided by Mathews ComfortFinancialServices Ltd and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things MCFPConnectcan help you with – • From a single investment to anextensiveinvestment portfolio; MCFP Connect makes it simple tounderstandhow your investments are doing with daily valuations,share andfund prices. • Tracking your income and spending on yourcreditcards and bank accounts. Automatically categorisingeachtransaction so you can see how much you are spending on bills,yourproperty or eating out, and how this is changing over time.•Comparing your spending to your income and visualising how muchyoucan save over time, helping you achieve your financial goals.•Tracking your property value against the Land Registry priceindexand storing all of your important documents, includingyourinsurance certificates against the property to which theyrelate.Simplifying finding the information when you need it most. •Makingbetter financial decisions and answering questions such as;Can Iafford to buy my house? Am I saving enough towards myretirement?When can I retire? • Having all of your financialinformation inone place. Not only providing you with peace of mind,but imagineif something were to happen to you… Wouldn’t it be niceto knowthat all of your financial information would be accessibleto yourpartner or dependants? MCFP Connect makes understanding andkeepingtrack of your money both easy and safe. MCFP Connect isavailableto clients of Mathews Comfort Financial Services Ltd. Ifyou don'talready have access to your own MCFP Connect account,contact theteam at [email protected]

The Plutus Wealth app is a service provided by PlutusWealthManagement LLP and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things thePlutusWealth app can help you with – • From a single investment toanextensive investment portfolio; the Plutus Wealth app makesitsimple to understand how your investments are doing withdailyvaluations, share and fund prices. • Tracking your incomeandspending on your credit cards and bank accounts.Automaticallycategorising each transaction so you can see how muchyou arespending on bills, your property or eating out, and how thisischanging over time. • Comparing your spending to your incomeandvisualising how much you can save over time, helping youachieveyour financial goals. • Tracking your property value againsttheLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? ThePlutus Wealth app makes understanding and keepingtrack of yourmoney both easy and safe. The Plutus Wealth app isavailable toclients of Plutus Wealth Management LLP. If you don'talready haveaccess to your own Plutus Wealth Management LLPaccount, contactthe team at [email protected].

The Spiritus WealthView app is a service provided by SpiritusWealthand powered by moneyinfo that gives you a complete pictureof yourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether with allof the associated paperwork. One place foreverything financial.Here’s a few of the things the SpiritusWealthView app can help youwith – • From a single investment to anextensive investmentportfolio; the Spiritus WealthView app makesit simple to understandhow your investments are doing with dailyvaluations, share and fundprices. • Tracking your income andspending on your credit cards andbank accounts. Automaticallycategorising each transaction so youcan see how much you arespending on bills, your property or eatingout, and how this ischanging over time. • Comparing your spendingto your income andvisualising how much you can save over time,helping you achieveyour financial goals. • Tracking your propertyvalue against theLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? TheSpiritus WealthView app makes understanding andkeeping track ofyour money both easy and safe. The SpiritusWealthView app isavailable to clients of Spiritus Wealth. If youdon't already haveaccess to your own Spiritus Wealth account,contact the team [email protected].

myWealth is a service provided by Carlton Smith Private Wealthandpowered by moneyinfo that gives you a complete picture ofyourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether with allof the associated paperwork. One place foreverything financial.Here’s a few of the things myWealth can helpyou with – • From asingle investment to an extensive investmentportfolio; myWealthmakes it simple to understand how yourinvestments are doing withdaily valuations, share and fund prices.• Tracking your income andspending on your credit cards and bankaccounts. Automaticallycategorising each transaction so you can seehow much you arespending on bills, your property or eating out, andhow this ischanging over time. • Comparing your spending to yourincome andvisualising how much you can save over time, helping youachieveyour financial goals. • Tracking your property value againsttheLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants?myWealth makes understanding and keeping track of yourmoney botheasy and safe. The myWealth app is available to clientsof CarltonSmith Private Wealth. If you don't already have access toyour ownmyWealth account, contact the team at [email protected].

The Waverton Wealth app is a service provided by WavertonWealthPlanning LLP and powered by moneyinfo that gives you acompletepicture of your financial life. Please note this is notcurrentlyavailable for Waverton Investment Management clients.Think of itas your digital financial filing cabinet. All of yourinvestments,savings, pensions, insurances, banking, credit cardsand propertycan be tracked together with all of the associatedpaperwork.Here's a few of the things the Waverton Wealth App canhelp youwith - • From a single investment to an extensiveinvestmentportfolio; the - app makes it simple to understand howyourinvestments are doing with daily valuations, share and fundprices.The Waverton Wealth App can aggregate the information andvaluesfrom multiple accounts and platforms. • A secure store foryourfinancial documents, which can include - reviews, reportsandmarket updates. It can also be used for personal files, whichmightinclude insurance documents, Wills or trust deeds. • As apersonalfinancial assistance to help you keep an eye on upcomingrenewals,payments and incomes. • The Waverton Wealth App alsoincludes amessaging tool so that sensitive personal data can beexchangedsecurely. Notifications can alert you when importantmessages ordocuments are waiting to be read. The Waverton Wealthapp isavailable to clients of Waverton Wealth Planning LLP only.

The Cartlidge Morland Wealth app is a service provided byCartlidgeMorland Ltd and powered by moneyinfo that gives you acompletepicture of your financial life. Think of it as yourdigitalfinancial filing cabinet. All of your investments,savings,pensions, insurances, banking, credit cards and propertycan betracked together with all of the associated paperwork. Oneplacefor everything financial. Here’s a few of the things theCartlidgeMorland Wealth app can help you with – • From a singleinvestmentto an extensive investment portfolio; the CartlidgeMorland Wealthapp makes it simple to understand how yourinvestments are doingwith daily valuations, share and fund prices.• Tracking yourincome and spending on your credit cards and bankaccounts.Automatically categorising each transaction so you can seehow muchyou are spending on bills, your property or eating out, andhowthis is changing over time. • Comparing your spending toyourincome and visualising how much you can save over time, helpingyouachieve your financial goals. • Tracking your propertyvalueagainst the Land Registry price index and storing all ofyourimportant documents, including your insurance certificatesagainstthe property to which they relate. Simplifying findingtheinformation when you need it most. • Making betterfinancialdecisions and answering questions such as; Can I afford tobuy myhouse? Am I saving enough towards my retirement? When can Iretire?• Having all of your financial information in one place. Notonlyproviding you with peace of mind, but imagine if something weretohappen to you… Wouldn’t it be nice to know that all ofyourfinancial information would be accessible to your partnerordependants? The Cartlidge Morland Wealth app makesunderstandingand keeping track of your money both easy and safe.The CartlidgeMorland Wealth app is available to clients ofCartlidge MorlandLtd. If you don't already have access to your ownCartlidge MorlandLtd account, contact the team [email protected].

Sustainable Wealth, a Richer Lifestyle, and an Enduring Legacy…withless financial hassle. We believe successful entrepreneurslike youdeserve Financial Sovereignty. And that’s not just aboutgreatadvice. It’s also about how we communicate safely andsecurely in anuncertain world, and the investment we make indelivering financialclarity. The Somerset WM app is providedexclusively to clients ofSomerset Wealth Management. Its purposeis to provide a simple viewof your financial health, your digitalwealth filing cabinet. Allyour investments, pensions, savings,insurances, banking, creditcards and property, viewed and activelymonitored together with allthe associated paperwork. One place foreverything financial. Here’ssome of the things the Somerset WM appcan do for you: • From asingle investment to an extensiveinvestment portfolio; the SomersetWM app makes it simple tounderstand how your investments areperforming with dailyvaluations, share, and fund prices • Trackyour income and spendingon credit cards and bank accounts,automatically categorisetransactions so you can see how much youare spending on bills,your property or eating out, and how this ischanging over time •Compare spending to income and visualise howmuch you can save overtime, helping you achieve sustainable wealth• Track your propertyvalue against the Land Registry price indexand store all yourimportant documents, including your insurancecertificates, againstthe property to which they relate • Peace ofmind, knowing your keyfinancial information is held safely,accessible to your Partner ordependants should the worst happen.The Somerset WM app isavailable exclusively to clients of SomersetWealth Management. Ifyou don't already have access to your clientaccount, pleasecontact the team via email [email protected]. SomersetWealth Management… SustainableWealth > Richer Lifestyle >Enduring Legacy… with lessfinancial hassle.

The Quay Financial Planning app is a service provided byQuayFinancial Planning Ltd and powered by moneyinfo that gives youacomplete picture of your financial life. Think of it asyourdigital financial filing cabinet. All of your investments,savings,pensions, insurances, and property can be tracked togetherwith allof the associated paperwork. One place for everythingfinancial.Here’s a few of the things The Quay Financial Planningapp can helpyou with – • From a single investment to an extensiveinvestmentportfolio; The Quay Financial Planning app makes itsimple tounderstand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your property valueagainst theLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy ahouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? TheQuay Financial Planning app makes understanding andkeeping trackof your money both easy and safe. The Quay FinancialPlanning appis available to clients of Quay Financial Planning Ltd.If youdon't already have access to your own Quay Financial PlanningLtdaccount, contact the team at [email protected].

The Cordiner Wealth Hub app is a service provided by CordinerWealthand powered by moneyinfo that gives you a complete pictureof yourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether with allof the associated paperwork. One place foreverything financial.Here’s a few of the things the CordinerWealth Hub app can help youwith – • From a single investment to anextensive investmentportfolio; the Cordiner Wealth Hub app makesit simple to understandhow your investments are doing with dailyvaluations, share and fundprices. • Tracking your income andspending on your credit cards andbank accounts. Automaticallycategorising each transaction so youcan see how much you arespending on bills, your property or eatingout, and how this ischanging over time. • Comparing your spendingto your income andvisualising how much you can save over time,helping you achieveyour financial goals. • Tracking your propertyvalue against theLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy myhouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? TheCordiner Wealth Hub app makes understanding andkeeping track ofyour money both easy and safe. The Cordiner WealthHub app isavailable to clients of Cordiner Wealth. If you don'talready haveaccess to your own Cordiner Wealth account, contact theteam [email protected].

The IQ Wealth app is a service provided by Investment Quorumandpowered by moneyinfo that gives you a complete picture ofyourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,and property can be tracked together with all of theassociatedpaperwork. One place for everything financial. Here’s afew of thethings IQ Wealth can help you with – • From a singleinvestment toan extensive investment portfolio; the app makes itsimple tounderstand how your investments are doing with dailyvaluations,share and fund prices. • Tracking your property valueagainst theLand Registry price index and storing all of yourimportantdocuments, including your insurance certificates againsttheproperty to which they relate. Simplifying finding theinformationwhen you need it most. • Making better financialdecisions andanswering questions such as; Can I afford to buy ahouse? Am Isaving enough towards my retirement? When can I retire?• Havingall of your financial information in one place. Not onlyprovidingyou with peace of mind, but imagine if something were tohappen toyou… Wouldn’t it be nice to know that all of yourfinancialinformation would be accessible to your partner ordependants? IQWealth makes understanding and keeping track of yourmoney botheasy and safe. The IQ Wealth app is available to clientsofInvestment Quorum. If you don't already have access to your ownIQWealth account, contact the team at [email protected].

The OcarisConnect app is a service provided by OcarisWealthManagement Ltd which gives you a complete picture of yourfinanciallife. Think of it as your digital financial filingcabinet. All ofyour investments, savings, pensions, insurances, andproperty canbe tracked together with all of the associatedpaperwork. One placefor everything financial. Here’s a few of thethings TheOcarisConnect app can help you with – • From a singleinvestment toan extensive investment portfolio; The OcarisConnectapp makes itsimple to understand how your investments are doingwith dailyvaluations, share and fund prices. • Tracking yourproperty valueagainst the Land Registry price index and storing allof yourimportant documents, including your insurance certificatesagainstthe property to which they relate. Simplifying findingtheinformation when you need it most. • Making betterfinancialdecisions and answering questions such as; Can I afford tobuy ahouse? Am I saving enough towards my retirement? When can Iretire?• Having all of your financial information in one place. Notonlyproviding you with peace of mind, but imagine if something weretohappen to you… Wouldn’t it be nice to know that all ofyourfinancial information would be accessible to your partnerordependants? The OcarisConnect app makes understanding andkeepingtrack of your money both easy and safe. The OcarisConnectapp isavailable to clients of Ocaris Wealth Management Ltd. If youdon'talready have access to your own Ocaris Wealth ManagementLtdaccount, contact the team at [email protected].

The Gibson Lamb App is a service provided by Gibson Lamb &CoLLP and powered by moneyinfo that gives you a complete pictureofyour financial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether with allof the associated paperwork. One place foreverything financial.Here’s a few of the things The Gibson Lamb Appcan help you with –• From a single investment to an extensiveinvestment portfolio;The Gibson Lamb App makes it simple tounderstand how yourinvestments are doing with daily valuations,share and fund prices.• Tracking your income and spending on yourcredit cards and bankaccounts. Automatically categorising eachtransaction so you cansee how much you are spending on bills, yourproperty or eatingout, and how this is changing over time. •Comparing your spendingto your income and visualising how much youcan save over time,helping you achieve your financial goals. •Tracking your propertyvalue against the Land Registry price indexand storing all of yourimportant documents, including yourinsurance certificates againstthe property to which they relate.Simplifying finding theinformation when you need it most. • Makingbetter financialdecisions and answering questions such as; Can Iafford to buy myhouse? Am I saving enough towards my retirement?When can I retire?• Having all of your financial information in oneplace. Not onlyproviding you with peace of mind, but imagine ifsomething were tohappen to you… Wouldn’t it be nice to know thatall of yourfinancial information would be accessible to yourpartner ordependants? The Gibson Lamb App makes understanding andkeepingtrack of your money both easy and safe. The Gibson Lamb Appisavailable to clients of Gibson Lamb & Co LLP. If youdon'talready have access to your own Gibson Lamb account, contacttheteam at [email protected].

The Stadden Forbes app is a service provided by StaddenForbesFinancial Planning that gives you a complete picture ofyourfinancial life. Think of it as your digital financialfilingcabinet. All of your investments, savings, pensions,insurances,banking, credit cards and property can be trackedtogether with allof the associated paperwork. One place foreverything financial.Here’s a few of the things the Stadden Forbesapp can help you with– • From a single investment to an extensiveinvestment portfolio;the Stadden Forbes app makes it simple tounderstand how yourinvestments are doing with daily valuations,share and fund prices.• Tracking your income and spending on yourcredit cards and bankaccounts. Automatically categorising eachtransaction so you cansee how much you are spending on bills, yourproperty or eatingout, and how this is changing over time. •Comparing your spendingto your income and visualising how much youcan save over time,helping you achieve your financial goals. •Tracking your propertyvalue against the Land Registry price indexand storing all of yourimportant documents, including yourinsurance certificates againstthe property to which they relate.Simplifying finding theinformation when you need it most. • Makingbetter financialdecisions and answering questions such as; Can Iafford to buy myhouse? Am I saving enough towards my retirement?When can I retire?• Having all of your financial information in oneplace. Not onlyproviding you with peace of mind, but imagine ifsomething were tohappen to you… Wouldn’t it be nice to know thatall of yourfinancial information would be accessible to yourpartner ordependants? • Securely chat with the Stadden Forbes teamanddigitally sign documents easily and quickly. The Stadden Forbesappmakes understanding and keeping track of your money both easyandsafe. The Stadden Forbes app is available to clients ofStaddenForbes Financial Planning. If you don't already have accessto yourown Stadden Forbes Financial Planning account, contact theteam [email protected].

The McKnight mobile app.

Chartered Wealth Management mobile app

The Thorntons Wealth mobile app.

The Birchwood Investment Management Limited mobile app.

The Bentley Reid mobile app.

Purple Mortgages

The Blithe House mobile app.

Penney Ruddy & Winter mobile app

The Lifestyle Wealth mobile app.

The First Sentinel Wealth mobile app.

The Progeny Wealth mobile app.

The Otus Focus mobile app.