Personal Finance Portal
We are delighted to let you know that we are now offering one-to-one Zoom or Microsoft Teams calls with any clients who would like more information on the portal and how to get the best from it!
Please email email@example.com in order to organise one of these with the team!
As a company, we are passionate about always providing a great service to our clients. Therefore, we are delighted to introduce our new secure Personal Finance Portal!
As client of ours - this is for you! In the Portfolio section, you will find information on your investment(s) together in one place, including interest valuations across all Secured Lending plans updated at the end of each month - perfect to keep track with how your investment(s) is performing!
The portal will also allow us to communicate securely and effectively with you during the term of your investment and ensure that all of your relevant documentation is held in a secure place.
Please find below further information about the key features of the portal and what you can expect from it.
All of your investments can be found in the portfolio section of your portal, meaning your overall investment portfolio can be viewed in one place! As of the end of January 2021, all interest valuations will be included and updated at the end of every month!
Your online portal is where we will be sharing all relevant documentation with you for your investment(s). Here you are also able to upload your own financial documents, where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet!
The Profile section is where you can let us know the information we need to help you make the most out of your investments. If and when your personal details change, updating these on your portal will automatically update our system meaning our records are always up to date.
With email and post increasingly vulnerable to interception, your client portal 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 fully encrypted and private.
Request a Callback
Please fill in the form below and one of our team will get back to you soon.