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Improvements to the PFP

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We are pleased to announce an update to our personal finance portal. For more information, please call 01454 322195.

Here’s an update on the Personal Finance Portal. Our client portal will have a new look and feel starting on July 4th.
The software provider we work with has revised the format to make it easier 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 and provide you with more information 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 offers Independent Financial Advice to private and business owners in Bristol.

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