You’ve got a new website!!
For those of you who log in to track your portfolio’s performance and/or contact us via the secure messaging on our website, I wanted to let you know that there is a new website available to you with enhanced reporting information, access to view the documentation you’ve previously signed and even the ability to link other savings or current accounts to your online platform to view your total wealth in one place.
There is daily reporting showing an up to date value of your investments, and even the option to top up your investments online.
As always, this is a website that gives all our current financial advice clients peace of mind with your pensions and investments and helps you to #livelifeandplanwell
Your Access ID remains unchanged as 164, but if you need any of your other login details changing or support to get you logged in, please contact us at our office in Goosnargh, Preston on 01772 864314, or by the normal email or secure message channels.
Book a meeting via our website, by phone, or through email.
01772 864314
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