Canford & Castle

MyC&C – Your Complete Financial Life in One Place

MyC&C from Canford & Castle Financial Planning Limited gives you a clear, secure view of your financial world in one convenient app. It allows you to communicate securely with your Canford & Castle team and view your pensions and investments, all in one place.

With MyC&C, you can keep important parts of your financial life organised and easy to access including investments, savings, pensions, insurance information, property details, linked bank accounts, credit cards, and key documents such as Wills and Powers of Attorney.

Everything together. Simple, secure, and up to date.

What MyC&C can help you do:

Secure communication: Message your Canford & Castle team securely, upload documents, and review or approve your paperwork in one place.

View your investments with confidence: See clear daily valuations, together with up to date share and fund prices, so you can keep track of how your investments are performing. You can view the pensions and investments you hold with us and add other assets for your own overview. You stay in control of what you choose to share with us and what you keep private.

Track spending and manage your money: Use our open banking function to view your bank accounts and credit cards in one place, helping you see your income and expenditure clearly over time, from household bills and property costs to day to day spending.

Your Digital Financial Filing Cabinet: Think of MyC&C as your digital financial filing cabinet, bringing the key parts of your financial life together in one secure place. View your investments, savings, pensions, insurance, bank accounts, credit cards and property information alongside the important documents that support them, all stored in MyC&C. Organised, easy to find and available when you need them most.

Support peace of mind for you and your loved ones: Keeping everything organised in one secure place can make important financial information easier to access if it is ever needed by those closest to you.

Keep on top of your property and paperwork: View property information, track values against the Land Registry price index, and store important documents such as insurance records and financial paperwork against each property for easy access.

Support for Business Owners: For business owners, MyC&C offers a dedicated business view, making it easy to keep business finances and documents organised in one secure place. If we manage investments on behalf of your business, you will be able to view them within the app, alongside key business information and paperwork. It is a simple way to keep everything connected, accessible and easy to manage.

MyC&C helps you understand, organise, and stay in control of your finances in a secure and straightforward way.

The app is exclusively available to clients of Canford & Castle Financial Planning Limited.

If you do not yet have access to your personal account, please contact us at info@ccfp.co.uk