Welcome to our new website
12th May 2016
Over recent times we have spent time considering how we can continue to best serve our clients, new and old. Turning our attention to our website, we thought it was long overdue a new look and feel.
We have invested in a whole new site and within it you can find lots of new features, these include valuable financial calculators and information on financial matters and products within the Resources section.
On each page you can click on the link to our Personal Finance Portal, this will give you access to the values of your financial plans, how they have performed and where they are invested. This is a truly valuable tool that will help you keep track of where you are on your financial journey. Additionally this tool will allow us to communicate securely via secure messaging and share documents. All of this at no cost to our clients.
We will continue to have regular newsletters on the Publications section of our new site keeping you up to date with what is happening in the financial world.
We are proud of our services, we want to have clients that feel well served and hope this demonstrates our ongoing commitment to you, our clients.