AD Wealth Management Ltd Launches new personal finance portal

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Aidan Dow Wealth Management launched a new personal finance portal today. Clients of the firm will be able to enjoy new technology that brings them: up to date valuations; portfolio allocations; income & expenditure monitoring and the ability to link bank accounts and credit cards.

“Clients will have terrific information at their fingertips,” says Aidan Dow a Director at the firm.

“Our goal is to make things as easy as possible for our clients. Giving them a secure way to view information that may have required 5 or 6 different logons before is a huge time saver.  The value of seeing your entire financial position in one place is outstanding. “

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