A clear, uncomplicated view of your finances in one place.
We offer all our clients access to our secure online portal, known as WFS My Wealth.
With WFS My Wealth you can view your investment portfolio at any time, from any device. But that’s not the only benefit. You can also safely store and quickly access important information such as your insurance and pension details, manage your income and spending, track your property value, and even receive reminders about your upcoming renewals and payments.
Download the documents on this page for more information about how WFS My Wealth works and how it can help you manage your finances.
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.