Are you the only one who knows about your finances?

Are you worried your loved ones wouldn’t know where to start if they had to manage your finances if you were unable to do so yourself?

Do you wish you could give your family access to your financial information without sacrificing your independence or privacy?

Putting our financial affairs in order is one of life's most important administration tasks but one that we often put off as too difficult. Often, we avoid having 'the conversation' about money with our loved ones until we have to - or even leave it until it's too late!

Even with a Power Of Attorney in place, if you lose mental capacity, your loved ones can still find themselves with an immediate and overwhelming problem at a time of high stress and anxiety. Getting to grips with someone else's finances can be tough - especially if under time pressures driven by declining health.

Empowering Your Financial Future

FinProxy is a simple, easy-to-use online tool that enables anyone with a Power of Attorney to manage, store and update all their financial accounts and assets in one place. This makes it easier to manage - for you and the people you entrust to assist you.

FinProxy uses the same secure technology as the banks to safely share financial information with trusted family members or friends, or with professional advisers, as your legally appointed attorneys.

Optimise your wealth

FinProxy has been designed in consultation with Alzheimer’s Society and the families they support to be easy to use for people with cognitive impairment, disabilities or those that may just not be too familiar or confident using computers.

Because cognitive abilities can fluctuate – day to day or even throughout the same day – FinProxy allows the level of support provided by loved ones to change as needed. Keeping someone actively involved in managing their finances helps to slow cognitive decline which extends their independence.

Designed for everyone

"We're re-imagining Power Of Attorney, making it simple and secure to collaborate in a digital-first world"

Please register your interest below if you want to know more about FinProxy and what it can do for you and your family

How it Works

With FinProxy, you can gather all of your financial assets in one place and grant tiered access to your legally appointed attorneys

Simple

Brings all account and assets into a single view using Open Banking

Accessible, intuitive and made for families of all shapes and technical abilities - enabling you to stay in control for longer.

Secure

Uses "bank strength" security protocols to safely store and share you financial information with those you trust.

AI enabled to identify potential fraud and scam activity at the earliest opportunity.

Enables real-time, secure collaboration between you and your Attorneys to optimise and safeguard your finances from fraud and scams.

A digital record of all actions is kept, removing the need to maintain paper-based files.

Collaborative

FinProxy delivers...

Peace of Mind

Minimises stress and anxiety for you and your loved ones

Support available - anytime, anywhere

Enhanced trust and compliance

Convenience

Transparency

Smart Security

AI-powered tools to optimise and safeguard your finances

Tailored to You

Inclusive, accessible and personalised to your needs

Flexibility

Adapts as your support needs evolve

Efficiency

Reduced paperwork, expenses and unnecessary travel

Communication

Comfortable family money conversations without conflict

Register Now

If you want to know more about what FinProxy can do for you and your family register below.