Improvements to the PFP

We are pleased to announce an update to our personal finance portal. Please call us on 01454 322195 to find out more information

Here’s an update on Personal Finance Portal. From the 4th July our client portal will have a new look and feel about it. 
The software provider we work in conjuction with have revised the format to make it easier to use for our financial planning clients.

The Personal Finance Portal is a quick and secure way to obtain up to date valuations on your pensions and investments. It also offers you a way to communicate safely with us as the service is encrypted. The same cannot be said about email, which is not secure. 

The aim is to make the navigation easier to use and to provide more information to you on your finances. 

The video below shows some of the improvements that will be made. We hope you find it useful and informative. 

To access our portal please click this link

If you would like to find out more about the Personal Finance Portal please feel free to contact  us on 01454 321511. Consilium Asset Management offer Independent Financial Advice to private and business owners in the Bristol area. 

Share and Follow us:

Share on linkedin
Share on facebook
Share on twitter
Share on email
Share on print
Share on whatsapp

Why not sign up to our regular updates

Just add your email address and we’ll add you to our email list. You can unsubscribe any time

News and Blog Posts

Pension Freedoms

Pension freedoms, introduced on 6 April 2015, have given retirees a whole host of new options. There is no longer a requirement to purchase an annuity

Risk of retirement longevity

A ‘thinking ahead’ mindset is very important in your retirement planning. Do you foresee changes in your approach to investment management decisions when you retire?

Why seek professional financial advice?

Whether you’re starting out or well into your wealth creation journey, professional financial advice help you to define your goals & the path to getting there.

Investment Commentary-Q4 2020

Investment Commentary- October was a challenging month for markets. The increases in COVID-19 cases in Europe and the US weighed heavily