Personal Finance Portal – Update 

Persoanl Finance Portal

Over the month weeks and months, we are looking to improve the personal finance portal (PFP) for our clients. The first stage is to introduce a live chat, audio and video service whilst clients are logged into PFP. This is the first level of improvements we will be making over the coming months. The live chat service is safe and secure.

What is PFP?

PFP is our secure on-line service for existing clients. It enables clients to securely obtain up to date information on their finances, including valuations of pension and investments. Clients can also send and receive messages and documents.

As a client, you can also obtain information about the investments you might hold including fund fact sheets, performance and where the funds are invested.

The PFP site is built around bank level security and is encrypted. This make communication of personal information much safer than email. Over the next few months we will be guiding clients through the PFP service and if necessary we will offer online training.

PFP Video

We also have a video on the Personal Finance Portal. If you would like to watch the video please click the start arrow on the video below.

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

Other posts you might find useful

global investment outlook

Long-Term Investing

March 2020 will long be remembered as a month when information overload was tested beyond imagination. Embattled investors had to deal, not only with an imminent threat to life against themselves and their families, but

Read More »
Corona Virus and Stockmarkets

Market Volatility and the virus

Long term investment principles The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as

Read More »
global investment outlook
Investment commentary

Global Investment Outlook 2020

Our thoughts for 2020 Two thousand and nineteen has overall produced strong returns for investors even though volatility increased in equity and bond markets over the year. We are currently in one of the longest

Read More »
commercial property

Property Fund Suspension

Not another fund suspension! Earlier this week we had yet again an announcement of a temporary fund suspension from one of the leading property fund managers in the UK. M&G Investments announced the temporary suspension

Read More »