Money Info

Moneyinfo is a totally new kind of online client service. I is portfolio, plus bank accounts and credit card reporting all rolled into one. It provides our  clients with the ability to view their ‘whole financial life’ in one place.

Moneyinfo is unique in that it a combining our independent financial advice proposition with online servicing tools.
How is Moneyinfo administered?
Moneyinfo is a secure online service into which our clients log directly into via their own web browser.
Once  clients have been uploaded  to the Moneyinfo service, our valuation and price feeds ensure that any holdings clients have are always kept up to date.
In summary moneyinfo is an online service, which enables you to keep a close eye on your bank accounts, investments and pensions all in one place.

The service is chargeable from £10 per month and  free to our Platinum clients.

Please take a look at our Moneyinfo brochure for further information and contact us for details of how to sign up to the service