My MGP.

A clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, mortgages, loans and property alongside all the associated paperwork.

On your desktop and as an app on your tablet and smart phone, your finances are beautifully brought together under a single login accessible to you at any time, wherever you are.

With My MGP you can

• View your investment portfolio
• Safely store all your important documents
• Quickly access your insurance details
• Be reminded about important financial events
• Track your property values

Everything summarized

Your dashboard gives you a snapshot of your entire financial life and an easy navigation point to everything you need. Personalize it to display the information that matters to you most.

Keep track of your investments

My MGP makes it easy to see how your investments are doing. Valuations are updated daily and built into a history across your entire portfolio.

Your personal financial assistant

Keep an eye on upcoming renewals, payments, income, and maturities. Add your own key events such as MOTs, road tax, and HMRC payments.

Keep your important documents safe

Store all your paperwork including wills, property deeds, insurance contracts, policy documents, valuations, and statements. My MGP keeps your important financial documents safe, secure, and accessible. Your MGP Investment Management Ltd adviser can share documents and reports with you so you can read them when it’s convenient. Simply log in to My MGP from any device, and your important financial documents will be there waiting for you.

A true picture of your net worth

My MGP tracks the value of your assets and liabilities over time. For you, your partner, your dependants, your trusts, your companies: all brought together into a single view.

Access your insurances when you need them

Your policy details are stored next to the things they relate to. Your home insurance next to your home, your car insurance next to your car. My MGP reassures you that in the event of an emergency, you can access the information you need quickly and easily.

Your property valued

Want to know what your home is worth? Enter your house number and postcode, and My MGP will display your property details and track its value using Land Registry data.

Secure and timely communications

My MGP ensures that your personal data is exchanged using only the most secure methods. Notifications alert you when important messages or documents are waiting to be read.

Enhanced privacy controls

Our privacy controls allow you to decide who your information is shared with, for example, your partner or your MGP Investment Management adviser. Set your privacy defaults when you first log in and easily change this for individual financial items you add to your account. My MGP ensures that you are always in control of your data.

Putting you in control of your finances:

• Your personal digital filing cabinet with all your finances organized and updated.
• It’s financial peace of mind in your pocket, knowing that your most valuable records are safe and accessible.
• No need to log on to multiple financial sites, helping to reduce the risk of online fraud.
• Access your information when you need it from any device.

Your data is always protected

We take the security of your personal and financial information very seriously, and My MGP makes sure that your data is safeguarded using bank-level security and encryption. Our mobile app is further protected with your own six-digit pin and registered to your personal device.

And finally, for your peace of mind

If an emergency situation arises, where will the important details about your assets, liabilities, property, and insurances be found? My MGP brings all this information together in one place with all the associated paperwork, making it accessible should it be needed.