Total Wealth is a bespoke service available through Mattioli Woods that gives you a complete picture of your financial life.
Managing your finances can be challenging with investments, pensions, mortgages, insurances and banking on different websites and important financial documentation is stored in different locations. Tracking your total performance can often be impossible.
With Total Wealth, you can obtain a complete view of your financial position with our secure and easy-to-use service available when and where it suits you. Total Wealth will give you the confidence to make informed financial decisions about your future.
Here are a few areas where Total Wealth can help you:
• From a single investment to an extensive investment portfolio; Total Wealth makes it 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. Automatically categorising each transaction so you can see how much you are spending on bills or your property 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 and storing all of your important documents, including your insurance certificates against the property to which they relate.
• Having all of your financial information in one place for peace of mind to help prepare for the unexpected
The Total Wealth app is available to all users of the Total Wealth service. If you dont already have access to your own Total Wealth account, please contact Mattioli Woods today.