Skip to main content

Reminder of the benefits of your Personal Finance Portal

The Personal Finance Portal (PFP) is only available for our ongoing service clients. PFP can give you
access to view all your finances in one place, 24/7, on any mobile or web device. PFP enables you to view your fund information and financial portfolio in an instant.

Other benefits include:

  • Secure Messaging
    With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private
  • A Secure Document Vault
    PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet (You can share these with us if you choose). In addition, we will share documents with you such as Financial Planning Reports, Annual Review Reports or your annual investment tax reports required for completion of your tax returns.
  • Keeeping data updated
    You can change detail such as income, expenditure, deposit balances, your address and other personal data. This will then automatically update your file and notify us of the change.
Access the PFP here.

Location: St Nicholas Court, Church Ln, Dersingham, King's Lynn PE31 6GZ, UK

Comments

Post a Comment

Popular posts from this blog

Budget 2021 – Small Business Owners

The planned increases to Corporation Tax Rates and what these mean for small business owners. Who will be affected? The corporation tax ‘main rate’ (currently 19%) is scheduled to increase considerably to 25% by April 2023. A new ‘small profits rate’ is also being introduced for business which make less than £50,000 profit a year. The main rate will be applied to businesses making more than £250,000 profit a year, with a ‘tapering’ of the two rates between these amounts.  Those companies under this lower £50,000 threshold will find themselves relatively unaffected by the new measures.  Businesses which find themselves between these rates will arguably be affected worst, having smaller profits to pay the extra tax from. For these companies, particularly which find themselves just over each of the limits announced, or indeed the tapering limits yet to be confirmed; additional tax planning will become an essential exercise going forward. Fortunately, these same companies will hav...
Read more

Why do we use Rayner Spencer Mills Research (RSMR)?

As part of our centralised investment process we use the research services of RSMR to construct our range of model portfolios. RSMR first launched their online fund ratings service for advisers back in 2007 and this offers us the widest range of ratings covering active and passive funds, Socially Responsible Investment-themed funds, multi-asset fund ranges, investment trusts and Discretionary Fund Managers. Their ratings are awarded following a rigorous process and are supported by factsheets and guides. Each factsheet provides background information, a summary of the investment process, comments and opinions. The team at RSMR have many years’ experience and maintain their market knowledge by meeting with the fund management community, market analysis and their own continuing professional development. Their research is completely impartial and they cover the whole market composed of all funds across the universe of the Investment Association (IA) sectors. RSMR review and research fun...
Post a Comment
Read more

Coronavirus (Covid 19) – Business Contingency Plan

Following the recent announcement by the government confirming their intention to move to a ‘delay’ phase relating to the control and containment of the Coronavirus, we wanted to share with you our business contingency plans which will go some way to safeguard the business operations as well as supporting you. You'll be reassured to know that business can be conducted by post, online, over the phone or through your portals. Should we immediately deploy our work from home plan, workflow and call answering will continue as normal, within the parameters of home working. However, please be patient with us as client reviews and new business is taking slightly longer than our standard turnaround times. We will monitor and continue to update you during this slow down. If anyone has been in contact with someone who has the virus, and/or are showing symptoms, they have been instructed to self-isolate and update management on a regular basis. We will continue to follow Government guideli...
Post a Comment
Read more