David James Wealth

Moneyinfo Ltd

About this app

The David James Wealth app is a service provided by David James Wealth Limited and powered by moneyinfo.

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

And, with a complete picture of your financial life all in one place, our app helps you to take control of your money and live life to the full, both now and in the future.

David James Wealth app can help you plan with purpose –

• From a single investment to an extensive investment portfolio; the David James Wealth app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• You can track your income and spending across your credit cards and bank accounts. Each transaction is automatically categorised so you can see how much you are spending on bills, your property or eating out - and how this is changing over time.

• Compare your spending to your income and visualise how much you can save over time, helping you achieve your longer term financial goals.

• Track your property value against the Land Registry price index and store all of your important documents, including your insurance certificates, against a property. So finding the right information when you need it most is simple.

• Make better financial decisions and answer questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?

• Keep all of your financial information in one place for everyone’s peace of mind. If something were to happen to you, it’s good to know that all of your financial information would be accessible to your partner or dependants.

The David James Wealth app makes understanding and keeping track of your money both easy and safe.

The David James Wealth app is available to clients of David James Wealth Limited as part of our purpose driven wealth management service. If you don't already have access to your own David James Wealth Limited account, contact the team at [e-mail].