MDFM

The MDFM – My Wealth Management app is a service provided by Michael Davey Financial Management Limited and powered by moneyinfo that gives you a complete picture of your financial life.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

One place for everything financial.

Here’s a few of the things the MDFM – My Wealth Management app can help you with –

• The MDFM – My Wealth Management app makes it simple to understand how your investments are doing with monthly valuations, share and fund prices.

• The app can also be linked to your credit cards and bank account and where it’s possible to do so, your income and expenditure can be tracked and categorised automatically. See and overview of each of your financial transactions, how much you are spending on bills, your property or eating out, and how this is changing over time.

• We understand that we are dealing with sensitive financial information and that’s why we take data protection and security so seriously. The MDFM – My Wealth Management app uses data encryption and other security measures to ensure that your data is protected at all times. We don’t store any of your bank or credit card account usernames or passwords. In fact, you simply see a read-only view of your banking or credit card accounts. No transactions take place through the MDFM – My Wealth Management app; all that is still safely handled by your bank or credit card supplier. Using the MDFM – My Wealth Management app is as safe as using your online banking service.

• You can track your property value against the Land Registry price index

• You can electronically link all of your important financial documents
including copies of passports, wills, trust deeds, lasting power of attorney. Along with important contracts such as life and house insurance.

Your financial advisor can upload your valuations, suitability reports and market commentary to your account for you to review, a conveniently accessible and encrypted safe-haven for your paperwork.

• The MDFM – My Wealth Management app is available to clients of Michael Davey Financial Management Limited.

The MDFM – My Wealth Management app makes understanding and keeping track of your money both easy and safe and allows you to keep all of your financial information in one place in a way that can be accessible to your partner or dependants if the need arises.