W1M Wealth Planning

Moneyinfo Ltd

About this app

The W1M Wealth Planning app is a service provided by W1M Wealth Planning LLP and powered by moneyinfo that gives you a complete picture of your financial life. Please note this is not available for ex-Waverton Investment Management and ex-London & Capital clients.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

Here's a few of the things the W1M Wealth Planning App can help you with –

• From a single investment to an extensive investment portfolio; the - app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. The W1M Wealth Planning App can aggregate the information and values from multiple accounts and platforms.

• A secure store for your financial documents, which can include - reviews, reports and market updates. It can also be used for personal files, which might include insurance documents, Wills or trust deeds.

• As a personal financial assistant to help you keep an eye on upcoming renewals, payments and incomes.

• The W1M Wealth Planning App also includes a messaging tool so that sensitive personal data can be exchanged securely. Notifications can alert you when important messages or documents are waiting to be read.

The W1M Wealth Planning app is available to clients of W1M Wealth Planning LLP only.