my wealth manager

my wealth manager
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The Benefits

The result is a service which offers customers :-

  • Access to view their online banking

  • One password for all financial information including bank and credit card accounts even with different providers.

  • Up to date valuations of investments including pensions, stocks and shares ISA’s and unit trusts.

  • Up to date lists and values of your share portfolio

  • A record of all insurance policies for both life protection and general insurance.

  • A list of your property portfolio’s with valuations kept up to date with either Nationwide or Halifax house price register.

  • An income and expenditure modelling to see where your money is spent.


 


 
My Wealth Manager is a trading style of Johnston Gray & Wardrop Limited. Johnston Gray & Wardrop Limited is registered in Scotland no. 124010.
Johnston Gray & Wardrop Limited is authorised and regulated by the Financial Services Authority no. 165729. The guidance and/or advice
contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

All content copyright My Wealth Manager © 2011. All rights reserved.
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