A few small things may need your attention
Nothing urgent — just a handful of items you might enjoy quietly clearing.
The people who'd need to know.
Add the people you trust with parts of your financial life — a partner, an executor, a solicitor. You stay in control of what each person can see, and you can change this whenever.
1 person you've trusted with access.
MT
Mark Thompson
Partner / spouse
mark.thompson@example.co.uk
Can view your file
Can view your file
They can see what's organised, but can't change anything or talk to your adviser without you.