financial advisers

Personal Finance Portal – Update 

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We are pleased to announce some improvements due to our Personal Finance Portal. The improvements should start in May 2023. If you would like to find out more information, please contact us.

The personal finance portal (PFP) is our customer portal. PFP enables you to view your fund information and financial portfolio. It also acts s a secure document vault/filing cabinet.

Our clients also have the option to link their bank, savings and mortgage accounts to the portal. This allows you to view all your finances in one place.

The importance of Data Security

We take security very seriously due to increased data breaches and scams worldwide. From March 2021 to 2022, there was a 17% increase in fraud cases reported to UK police — an increase of  25% compared to the year ending March 2020. The figures for 2022/23 have not yet been released, but a significant increase is expected.

We introduced the portal to communicate with our clients safely and securely.  

We aim to give you peace of mind when you use our secure cloud service. It uses the latest \encryption software and is probably the most complete client portal software available to Financial advisers.  

It also has a secure messaging service and the facility to share information. It has a document management facility where you can securely send and receive documents from us. Any documents or information you share with us on PFP is fully encrypted.

Designed for the way we live

It is available to access from your desktop as well as a mobile app. PFP is a completely private service, fully backed up and much safer than paper-based records.

There will be further improvements to PFP over the coming months, including a snapshot cash flow widget that can help with your financial planning and improve our customer service.

To access our portal please click the following link, Personal Finance Portal

We also have a video on the PFP site that explains how it works and how to register for the service.

Conclusion

We believe the portal is the safest and most secure way to keep our clients updated about their finances. It’s much better than digging around the bottom of the filing cabinet to find information.

If you would like to learn more about the Personal Finance Portal, please get in touch with us on 01454 321511. Consilium Asset Management offers Independent Financial Advice to private and business owners.

 

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Personal Finance Portal

Improvements to the PFP

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

Important Information

This article is not intended to be financial advice. It is important to consult a professional when considering Investing. The value of investments can change, and it is possible to lose money.