Available to clients of the Telford Mann IMS. The Telford Mann IMS App shows your accounts securely and conveniently. Get free access to the following:
• Dashboard: A simple overview of your accounts and the value of your portfolio.
• My Investment Screen: Drill down into your individual accounts, highlighting details of the fund selection and the gain/loss for each investment within your portfolio.
• ISA Allowance: The App shows you how much you have used of your current ISA allowance.
• How Money Is Invested: A detailed breakdown of your holdings across the different asset classes in which they are invested.
• Investment Value Over Time: a month by month snapshot of your valuation over the last 12 months.
Already a client of the Telford Mann IMS? Use the same IMS ID and password that you use to log in to IMS online to get started in the App.
If you can’t remember your login details, get in contact with us and we will be delighted to help.
UK: 01536 462700
E: [email protected]
The following clients only can use the Telford Mann IMS App:
• Telford Mann IMS
Telford Mann are a firm of independent Chartered Financial Planners and Discretionary Investment Managers. Originally founded in 1988, by Moore Stephens Chartered Accountants, we are now independently owned. Our in-house Discretionary Investment Management Service was launched in 2006 and has successfully navigated its way through the financial crisis and various other economic and political events, delivering reliable benchmark beating returns.
Telford Mann are Independent Financial Advisers, and this means that we research the whole of the market on behalf of our clients, enabling us to help choose the best solution for their needs, or the needs of their business and its employees.
The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments.
This App does not provide personal advice based on your circumstances. If you are not sure about any aspect of investing, you should contact a financial planner.