My Money MAP

My Money MAP is a service provided by Money Advice & Planning Ltd 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. At last, one place for everything financial.

Here’s a few of the things My Money MAP can help you with:

• Understanding investment performance. From a single investment to an extensive investment portfolio, it will be simple to understand how your investments are performing, with daily valuations, share and fund prices.

• Tracking your income and spending on your credit cards and bank accounts. Automatic categorisation of each transaction lets you see how much you are spending on bills, your property or eating out, and how this is changing over time.

• Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.

• Tracking your property value against the Land Registry price index, in case you are thinking of moving.

• Storing all of your important documents, including insurance certificates, mortgage promises, etc. This simplifies finding the information when you need it most.

• Making better financial decisions and answering questions around property affordability, saving enough towards retirement and minimisation of tax.

• Having all of your financial information in one place. Not only does this provide you with peace of mind, but imagine if something were to happen to you – wouldn’t it be nice to know everything of relevance (in terms of finance) would be accessible to your partner or dependants?

My Money MAP makes understanding and keeping track of your money both easy and safe. It is only available to clients of Money Advice & Planning Ltd.

If you don't already have access to your own account, contact the team at enquiries@mapfinances.co.uk.