A clear, uncomplicated view of your finances in one place.
Putting you in control of your finances.
A clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork.
Whether you’re using your desktop or accessing our app on your tablet or smartphone, we seamlessly consolidate your finances into a unified login, ensuring easy accessibility anytime and anywhere. Your financial information is elegantly presented and readily available at your fingertips.
The FJ Money App
- Your personal digital filing cabinet with all your finances organised and updated.
- Financial peace of mind in your pocket, knowing that your most valuable records are safe and accessible.
- No need to log on to multiple financial sites, helping to reduce the risk of online fraud.
- Keep all of your financial records together and easily track your income and expenditure.
- Access your information when you need it from any device.
Everything in one place
Keep track of your investments
FJ Money makes it easy to see how your investments are doing. Valuations are updated daily, providing you with a big picture view of your finances.
Your dashboard gives you a snapshot of your entire financial life and an easy way to view your entire finances. Personalise it to display the information that matters to you most.
A true picture of your net worth
FJ Money tracks the value of your assets and liabilities over time. For you, your partner, your dependants, your trusts, your companies: all brought together into a single view.
Keep your important documents safe
Store all your paperwork including wills, property deeds, insurance contracts, policy documents, valuations and statements. FJ Money keeps your important financial documents safe, secure and accessible.
Your Frazer James adviser can share documents and reports with you so you can read them when itâs convenient. Simply log in to FJ Money from any device and your important financial documents will be there waiting for you.
Access your insurances when you need them
Your policy details are stored next to the things they relate to. Your home insurance next to your home, your car insurance next to your car. FJ Money reassures you that in the event of an emergency you can access the information you need quickly and easily.
See where your money goes
Access your bank accounts, credit cards and store cards together under one secure login. FJ Money helps you keep track of your income and spending and see where your money is really going.
Your personal financial assistant
Keep an eye on upcoming renewals, payments, income and maturities. Add your own key events such as MOTs, road tax and HMRC payments.