My FMB

The My FMB app is a service provided by Financial Management Bureau, and powered by moneyinfo, which allows you to start building a picture of your financial life.

Think of it as your digital financial filing cabinet where plans, policies and mortgages can be tracked together, along with all associated paperwork.

Here’s a few of the things My FMB can help you with:

• From a single investment to an extensive investment portfolio; My FMB makes it simple to understand how your investments are performing with daily valuations.

• Create a single view of all of your financial arrangements, including your savings, investments, mortgages, property and insurances.

• Ensure your important financial documents are safe, secure and accessible and giving you and your financial planner the ability to share documents and messages in a safe and secure manner.

My FMB makes understanding and keeping track of your money both easy and safe.

My FMB is available to clients of Financial Management Bureau. Please contact myfmb@finman.co.uk to arrange an app login if you don’t have one already.