Ascend Wealth Portal

Here’s a few of the things the Ascend Wealth Portal app can help you with – • Keeping you organised and on track with your finances so life feels simpler and clearer. • Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much is going on bills and spending 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. • Making better financial decisions and answering questions such as; Are my finances organised and in good shape? Am I saving enough for my future? Can I afford to stop work? Can I afford to give money to loved ones or causes that I care about? • From a single investment to an extensive investment portfolio; the Ascend Wealth Portal app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • 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. • Having all of your financial information in one place. Not only providing you with peace of mind, but making it easier for others to sort out your financial affairs if anything were to happen to you. The Ascend Wealth Portal app makes understanding and keeping track of your money both easy and safe. The Ascend Wealth Portal app is available to clients of Ascend Wealth Management. If you don't already have access to your own Ascend Wealth Management account, contact the team at [email protected].