MyAcumenFP

The My AcumenFP app is a service provided by Acumen Financial Planning, Medical & Dental and Family Wealth and powered by moneyinfo that gives you a complete picture of your financial life.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, 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 My AcumenFP app can help you with –

· From a single investment to an extensive investment portfolio; the

My AcumenFP app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

· Tracking your income and expenditure, if you wish, this app can automatically categorise transactions to establish your expenditure, and how this is changing over time.

· Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.

· 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; 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 should something were to happen to you… all of your financial information could be accessible to your partner or dependants.

The My AcumenFP app makes understanding and keeping track of your money both easy and safe.

The My AcumenFP app is available to clients of Acumen Financial Planning, Medical & Dental and Family Wealth. If you don't already have access to your own Acumen Financial Planning account, contact the team at MyAFP-Support@acumenfp.com.