Smartphone Tools

We have a FREE iphone and ipad app for our clients to download from the itunes store. Just follow this link:

Our branded iphone app is the first of it’s kind  as it has full incorporation with online reporting and research tools to allow our clients to view their financial plan and produced valuations whenever and however they choose, 24 hours a day as well as receiving any updates immediately, straight to their iphone or ipad.

This app strengthens the link between planner and client, meeting our stated aim to ensure our clients always know what their financial plan is doing and where they sit within it.

In addition to this, the app incorporates many other useful tools such as the number of calculators, which range from retirement and investment calculators, through to mortgage calculators giving you the client a rough idea as to what is affordable or potential investment growth. Numerous other tools such as finance news pages, UK bank logins and UK tax rates are also incorporated. Below are just a few images of what is included in the app itself, but there is much more so please download for free now.

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