The App
Your Benefits
People at retirement
Retirees now have 101 ways to access their money at retirement. Well, perhaps not 101, but enough to make things rather daunting if you’re navigating this yourself. We’ll guide you through the best options for you so that you have the flexibility, control and peace of mind to retire the way you want to.
Medical professionals
The complexities of the NHS pension scheme mean that without financial advice, health professionals could end up paying more tax than they need to. We’ll help you understand all aspects of your NHS pension and structure your finances tax efficiently. You’ll also be able to plan the retirement you really want, and other financial goals along the way.
Media and tech professionals
We have clients at firms such as Google, Facebook and leading agencies, so we understand the details of your unique employment structure. We can advise you on how best to maximise your employee benefits. And if you don’t fancy reading that 40-page document HR sent you on your company share options, relax. We’ve read it for you.
Electronic Signatures ✔
All documentation is handled digitally — reviewed, signed, and stored securely through the portal, without the friction of physical paperwork.
Secure Document Vault
Your financial documents, agreements, and correspondence held centrally and accessible at any time.
Secure Messaging
The app enables us to exchange sensitive information securely. You’ll also receive alerts when important documents or messages are waiting to be read.
Essential Documents
Store the documents that matter most — wills, trusts, property, insurance schedules — in one secure, accessible location. Structured so that the right people can access what they need, when they need it.
Portfolio Overview
A live view of your investment portfolio, accounts, and financial positions — all in one place.
Security and Encryption
Bank-grade encryption, biometric authentication, and device registration — your data is protected to the same standards as the institutions that hold your assets.
Your financial life, consolidated and clear.
Our other services
WealthMap®
Forecast. Customise. Optimise.
Three sessions. A plan build entirely around your life.
Navigate Portfolios®
Harness the full productive power of global capital markets — efficiently, transparently, and without unnecessary cost.
Momentum®
The ongoing advisory relationship for WealthMap® clients — providing the counsel, discipline, and perspective that successful plans demand.