WFS My Wealth
10+
Downloads
Everyone
info
About this app
The WFS My Wealth app is a service provided by Warwick Financial Solutions Limited and powered by moneyinfo that gives you a complete picture of your financial life.
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.
One place for everything financial.
Here’s a few of the things the WFS My Wealth app can help you with –
• From a single investment to an extensive investment portfolio; the WFS My Wealth app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.
• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.
• Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.
• Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most.
• Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?
• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?
The WFS My Wealth app makes understanding and keeping track of your money both easy and safe.
The WFS My Wealth app is available to clients of Warwick Financial Solutions Limited. If you don't already have access to your own Warwick Financial Solutions Limited account, contact the team at info@warwickfs.co.uk.
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.
One place for everything financial.
Here’s a few of the things the WFS My Wealth app can help you with –
• From a single investment to an extensive investment portfolio; the WFS My Wealth app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.
• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.
• Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.
• Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most.
• Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?
• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?
The WFS My Wealth app makes understanding and keeping track of your money both easy and safe.
The WFS My Wealth app is available to clients of Warwick Financial Solutions Limited. If you don't already have access to your own Warwick Financial Solutions Limited account, contact the team at info@warwickfs.co.uk.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
App info and performance and Device or other IDs
Data is encrypted in transit
Data can’t be deleted
What's new
Update to Android 14
App support
phone
Phone number
+441926400441
About the developer
MONEYINFO LIMITED
Chris.coombes@moneyinfo.com
Forward House 17 High Street
HENLEY-IN-ARDEN
B95 5AA
United Kingdom
+44 7854 140789
