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.
Our MJM Wealth Platform Brochure
The simple way to manage your investments, all in one place
- Retirement Planning
- Manage Investments
- Wealth Management
- Inheritance Tax & trust Planning
- Tax Efficient Income from Capital
Read our Wealth Platform brochure to find out more.