App Profile: My WOA

The My WOA app is provided by Wealth of Advice for our clients to enable you to communicate securely with us, and track your pensions and investments.

Here’s a few of the things the My WOA app can help you with –

• Secure messaging directly with our team, including the ability to transmit and sign documents

• Tracking the value of the pensions and investments you hold through us and, if you wish, any other assets. You can decide to share the details of assets you add with us, or keep them private.

• Store your most important documents in one place and share them with your family so they can easily find important information when necessary.

The My WOA app makes understanding and keeping track of your money both easy and safe.

The My WOA app is available to clients of Wealth of Advice. If you don't already have access to your own My WOA account, contact the team at [email protected].