London-based Towry, the wealth adviser, is launching a new online portal, My Towry allowing its clients to access all their personal financial information in one place.
The secure service – which clients can access via www.towry.com – has incorporated Sammedia’s moneyinfo product, which enables clients to view the value of their advised assets alongside their bank accounts, credit cards, mortgages and loans. Clients will also be able to communicate with their wealth adviser through the system, and store personal financial documents in a secure and accessible manner.
My Towry is fully mobile compatible, allowing clients to access the service on their computer, tablet and smart-phones. Towry is running a pilot with a number of clients, to ensure the service is best adapted to meet their financial needs.
Towry is an established financial planning and wealth management business, employing approximately 750 people in a network of offices across the United Kingdom and managing £6.4 billion of client assets (as of 31 December 2014).
Towry provides financial planning, wealth advice and investment management services to private individuals, families and trustees.
Towry advises on the key areas of personal finance, including pensions and retirement, inheritance tax planning and investments, as part of our personal financial planning service. Towry’s aim is to help its clients make the right decisions about their financial future.
Towry is privately owned. The principal shareholders are Palamon Capital Partners, LP (a leading European Private Equity firm), and Towry employees.
Towry is one of a small number of firms appointed by Camelot to provide holistic financial planning advice to National Lottery winners and has also been listed as one of Private Client Practitioner’s Top 25 Most Admired Companies for 2015.
Towry recently acquired Ashcourt Rowan plc. Together, the businesses now manage or advise on over £11 billion of client assets.
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