Why we built an award winning money management App and Client Portal with leading UK technology provider moneyinfo. And how we use the service to drive a better client experience.
Other Videos
36 Months of Barnaby Cecil
In this video, Tom explains where we are as a company today, and the services we have created for you, as we reach three years in August since launching Barnaby Cecil in 2019
Tom talks to Barnaby Cecil clients about their recent investment performance, Betafolio's role in our ongoing success; as we approach £45m of assets under management.
We're extremely proud of how our Navigate Portfolios have performed and we can use independent research tools to compare your existing portfolio or Wealth Manager to us.
