Personal Finance Portal
Register now to access your short, medium and long-term finances online. The Personal Finance Portal (PFP) is a new app that gives you access to view all your finances in one place 24/7 - anywhere, on any mobile or web device. PFP enables you to view your fund information and financial portfolio at the click of a button. So, whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals or simply wish to get in touch, PFP has it covered. There's even dedicated mobile phone apps for iPhone and Android devices.
Secure Messaging Between Us and You
With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with us and have the peace of mind of knowing that any information you share is encrypted and completely private.
A Secure Document Vault
PFP provides you with a secure document vault, so you can house all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet.
Access to PFP Premium
PFP Premium is an additional service that enables you to collate information on your short-term finances like bank account(s), credit cards, loans and mortgages, together with your advised products, giving you powerful insight into your financial affairs. Plus, you'll also be able to receive alerts and insights into spending and saving habits so you can keep track on how you're progressing against the goals you've set. To find out more about the Premium service please call us on Tel: 0208 4463231 or email [email protected].
If you want to know more, please watch the video below or contact the office to speak to one of the team.