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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.

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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.

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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.

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Electronic signatures

Say goodbye to bulky paperwork sent through the post, Barnaby Cecil: The App® enables you to sign everything online. 

Your digital filing cabinet

You can then store each file securely with the portal, instead of finding a safe place for it at home.

The app

Our app is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7.  All of your financial data is held in one secure place, giving you total control over your financial affairs. Digitise your plans and keep everything secure, via Tablet or Mobile.

The App is currently under development (ready November 2020).

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.

Emergency Paperwork

You can also upload important documents with details about your assets, liabilities, property and insurances so that everything can be located in an emergency. 

Personal Banking Feed

Track your current account balance and monthly spending habits with a secure and read only link to multiple bank accounts.

Security and Encryption

Only having to log in to one place for everything also helps to reduce the risk of online fraud and your data is always protected – Barnaby Cecil: The App® uses bank level security and encryption. Our mobile app is further protected with your own six-digit pin and registered to your personal device. 

Download the Guide to The App

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About momentum

Support Hub

A surround yourself with a team of professionals, with Tom as your lead adviser, supporting you and your family every step of the way to your WealthMap® goals.

Monitoring

Regular updates and ongoing oversight from the Barnaby Cecil team ensures you can sleep well, safe in the knowedge you are on track.

Behavioral Coaching

People think investment success comes from buying the right fund at the right time. But what if you aleady have the perfect portfolio for your plan? We can help you make great decisions and keep you focused.

Our other services

WealthMap®

An award winning financial planning service that will help you to visualise, design and build your perfect future.

Navigate Portfolios®

A range of independent portfolios, designed by experts to build lifelong wealth and maximise investor returns.

The App

Barnaby Cecil: The App® is a secure online portal and money dashboard that allows you to monitor your investments from anywhere in the world, 24/7.

Want to know more? Download the free guide to Momentum®

Learn more about WealthMap by downloading the brochure.
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