Stewardship

Providing secure communication to help you manage your finances safely from your phone, tablet, or laptop.

Imagine having all your financial documents stored digitally and securely in one place, and literally at your fingertips. If you are the type of person who likes having things in order, we believe our new Stewardship app, provided by Stewardship Wealth and powered by moneyinfo, provides exactly that. It creates secure comprehensive access to your full personal and financial profile from your phone, tablet, or laptop.

Think of it as your digital financial filing cabinet. A curated document library of all your investments, savings, pensions, insurances, and properties that you can track, together with all the associated paperwork.

One secure place for everything and everything securely in its place.

Here’s just a few of the things the Stewardship app can do for you –

• Measure the progress of your investments by providing fully updated daily valuations, share and fund prices, from a single investment to an extensively diversified portfolio.

• Provide information for use in your financial plan and helping make better financial decisions such as - How much money do I need to fund my retirement? When can I retire? How do I make sure I don’t run out of money?

• Track your property value against the Land Registry price index and store all your important documents, including your insurance certificates against the property to which they relate.

• Remove the stress and possible delay of tracking down and compiling your legal and financial information by creating an “In case of emergency file” making key documents available just when you need them most. Providing one single access point for your family, should something happen to you.

The Stewardship app makes understanding and keeping track of your money and paperwork both easy and safe.

The Stewardship app is available to clients of Stewardship Wealth. If you don't already have access to your own Stewardship account, contact the team at hello@stewardshipwealth.uk.