MyMoneyInfo Video

MyWealthDesign Client Portal

MyWealthDesign provides a clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork. On your desktop and as an app on your tablet and smart phone, your finances are beautifully brought together under a single login accessible to you at any time, wherever you are. Here is our user guide.

To support our clients in using MyWealthDesign we have developed some FAQs.