We have a Value for Money (VFM) ongoing service proposition. We monitor, support and evaluate your plan to ensure that your financial future continues to be without worry or regret – keeping your plan on track.
Depending on the plan you choose with us, our ongoing service to you may include:
- An annual meeting (online or face-to-face 1:1)
- 24/7 access to our financial learning dashboard (EP Educate).
- Full review of your investment plans with a detailed report.
- Updated TRUTH cash flow modelling plan
- Access to Moneyhub
For details of our fees, please click here.
What is Moneyhub?
See all of your finances in one place and use market-leading tools to achieve your goals. Moneyhub is a software platform you can use on your favourite internet browser or you can download the dedicated mobile app via the Apple App Store or Google Play Store.
See everything in one place – All your accounts, investments, assets and borrowing in one place – across all your devices.
Understand your money – Get powerful insights into your spending habits, and the tools to help you change your behaviour.
Get advice along the way – Instantly connect your Moneyhub account to Expert Pensions Advice. We’ll see an view of the your entire investment portfolio alongside details of your income, expenditure and cash flow. Using this information we can keep your investments on track and ensure that you’re receiving the best possible advice.
For more information on the Moneyhub service, please click here.