Mitchell Philpott

Investor @Curo By Time4advice

All My Plans delivers to consumers an all-encompassing repository of their financial holdings in one secure location. We offer consumers the choice of maintaining and updating their holdings personally or authorising us to maintain information on their behalf. We deliver up to date information on the value of policies and plans thus giving consumers the ability to identify any shortfalls in their personal financial planning and the ability to act upon this information.Extending this proposition into an intermediary market presents adviser firms with a more pro-active means of managing client relationships, providing better more customer-orientated propositions, the ability to identify potential areas of shortfall for their clients and increase the amount of incremental revenue per individual client.