All of your finances in one place exclusively offered by Specialist Private Wealth Limited to its relationship clients.

Available on phone and tablet devices. The app brings together selected information to provide a current snapshot of your financial position. This may include details of assets and liabilities such as investment, retirement, and protection arrangements, as well as indicative property values and bank account balances, where data is available. The app also enables the secure storage and access of documents relevant to your financial arrangements.

NOTE: Information displayed may be sourced from third parties and may not be real-time or complete.