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기술
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.
One place for everything financial.
Here’s a few of the things the Old Mill app can help you with –
From a single investment to an extensive investment portfolio; the Old Mill app makes it simple to understand how your investments are doing 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, your property or eating out, and how this is changing over time.
Comparing your spending to your income in the context of your financial goals and the financial plan you have in place and using this information with your financial planner when reviewing your financial plan and to inform financial choices you may want to make.
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. Simplifying finding the information when you need it most.
Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?
Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?
The Old Mill app makes understanding and keeping track of your wealth both easy and safe.
The Old Mill app is available to clients of Old Mill Financial Planning LLP. If you don't already have access to your own Old Mill Financial Planning LLP account, contact the team at yourwealth@om.uk.
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