- 17th July 2019
- Posted by: Celticfp
- Category: Financial Planning
The Digital Financial Adviser
We continue to strive to become a digital financial adviser, for us this means we allow the use of technology to improve our services and processes for our clients benefit. One clear demonstration of that is our Personal Finance Portal or PFP, made available to all our clients.
The Personal Finance Portal
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. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, PFP has it covered.
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.
Access to PFP Premium
An additional service that enables you to collate information like bank accounts, credit cards, loans, mortgages and advised products, giving you powerful insights. You will also receive alerts into spending / saving habits and keep track on how you are progressing against goals you have set.