I have invested with Old Mutual Wealth for years. their upgraded client portal provides excellent coverage of my investments and allow me to carry out some transactions direct, rather than via my IFA, who charges extra for some transactions
Reviewed on: 21st January 2021
A great way to centralise cash, savings, investments and pensions and more importantly to keep an eye on what you're spending. I just wish it could access more banks and savings institutions. There are a few bugs that come along, but Ellen, Rebecca and Mikayla are great in getting things sorted. Anyone with kids becoming financially independent (or close to, as if they ever do) should definitely recommend this to their kids.
Reviewed on: 21st January 2021
