·         Are you fed up with visiting multiple websites to obtain valuations on your investments or check their performance?

·         Bored of flicking through files to find paperwork for your policies and plans?

·         Wishing there was a simpler solution?

If you answered 'Yes' to the above then you’re going to love the simple yet effective solution we have for you.

Our Financial Advisers, Infinite Wealth Management Ltd, have once again provided us with a cutting edge service for our members to simplify your finances and make managing your affairs less time consuming.

The Proposition

Infinite Wealth Management Ltd can now offer each of our members their own dedicated website to manage their finances.  This will allow you to collate, monitor, value and review your investments, pensions and other policies from one site rather than having to move from one provider to another.  This means that your financial information is kept up to date with real time valuations and at a glance you can review your overall situation whether in terms of performance or monetary value.

Linked to this is access to a fantastic investment platform providing you with the ability to invest in ISA, Unit Trusts, OEICs, Bonds or individual shares as required.  You can also access a range of retirement planning products.  This platform integrates seamlessly with your website providing you with complete and detailed records of any business conducted.

In addition to this, you also have access to a document storage facility that allows you to keep copies of your important financial information secure and easily accessible.  These documents can be made visible to Infinite Wealth Management Ltd if you require or can be selected so that only you can view them, giving you total flexibility on how to manage your documents.

As you would expect, all this comes with Bank level security to keep your data safe and secure.

If you are interested in finding out more, please contact Infinite Wealth Management Ltd on 0333 800 8640 or email them at CU@infinitewm.co.uk.