PM+M Financial Planning

Features PM+M Financial Planning

The PM+M Financial Planning app, powered by moneyinfo, is here to help you make the most of your money.Manage your investments, savings, pensions, insurances, and property in one place, wherever you are.
The PM+M Financial Planning app can help you: • Keep track of your investments with daily valuations, share and fund prices.
• 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.
• Make better financial decisions, helping you answer questions such as, ‘can I afford to buy a house?’, ‘am I saving enough towards my retirement?’ or ‘when can I retire?’.• Manage your financial information in one place – providing the insights you need to ensure your money is working hard today to fund whatever the future brings.Achieve more from your finances with the PM+M Financial Planning app.
The PM+M Financial Planning app is available to all PM+M Financial Planning clients.
To register for the app, contact the team by emailing – [email protected]