First Sentinel Wealth

FS Wealth is an app provided by First Sentinel 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 your investments, savings, pensions, insurances, banking, credit cards and property can be monitored together, with all the associated paperwork.

One place for everything financial.

Here’s a few of the things the FS Wealth app can help you with –

• From a single investment to an extensive investment portfolio; the FS Wealth app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, 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 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: When can I retire? Can I afford to pay off my mortgage? Am I saving enough towards my retirement?

• Having all your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all your financial information would be accessible to your partner or dependants?

The FS Wealth app makes understanding and keeping track of your money both easy and safe.

The FS Wealth app is available to clients of First Sentinel Wealth exclusively. If you don't already have access to your own First Sentinel Wealth account, contact the team at [email protected].