Citywide Financial

The Citywide Financial Planning App is a service available to Citywide Financial Planning clients that will give a complete picture of your financial life, all in ONE place.

All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork safely stored and accessible when you need it.

Here are a few of the things the Citywide Financial Planning App can help you with –

• From a simple investment through to an extensive investment portfolio, the Citywide Financial Planning App makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Track your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.

• You can compare your spending to your income and see how much you can save over time helping you achieve your financial goals.

• Track your property against the Land Registry price index and store all of your important documents including your insurances against the property to which they relate. Making it simple to find the information when you need it most.

• Make better financial decisions and answer questions such as am I saving enough towards my retirement? When can I retire?

• Having all of your financial information in one place, not only provides you with peace of mind. Imagine if something were to happen to you, wouldn’t it be nice to know that all your information is accessible to your partner or dependants.

The Citywide Financial Planning App makes understanding and keeping track of your money both easy and safe.