They've been using moneyinfo for a while now and their clients love it!
Andrews Gwynne are an Independent Wealth Management firm, providing tailored discretionary portfolios with matching financial advice.
A safe place for clients to keep an eye on all of their investments.
Myers Davison Ginger make moneyinfo central to their client proposition, delivering increasing business levels…and their clients love it!
Lorica selected moneyinfo to assist in building an aggregation and personal finance portal to strengthen the workplace savings and benefits platform that Lorica have developed called Big Blue.