Creative Financial

My Portfolio

“My Portfolio” is a Wrap platform service. Wrap platforms are available exclusively to Financial Advisers. Commonly referred to as a "Wrap", often using the most modern and cost-effective Wealth Management systems to offers fully integrated online viewing and dealing facilities.


MJM Wealth Platform

Manage your investments on our MJM Wealth Platform.

IFA in Manningtree Essex?

Our MJM Wealth Platform Brochure

The simple way to manage your investments, all in one place

Read our Wealth Platform brochure to find out more.