We are very pleased to present to you our very new and exciting client portal. The portal has been specifically designed with our clients in mind meaning that it only contains relevant information and documentation that is personal to you. Accessible via mobile, tablet, laptop and desktop.
The portal has been designed to provide our clients with a complete and consolidated view of their wealth; including pensions, investments, properties, protection and savings accounts. We can even add physical assets such as cars, watches and art work.
Our clients are able to view the overall position of their investments which comes from real time data.
Data is easy (also secure) and made available in a number of formats including charts.
The portal facilitates the ability to send and receive secure messages which can include attachments. Clients can sign and complete their annual review paperwork in the portal using digital signatures. In addition clients can use the portal to store and easily locate important documents such as Wills.
“I must say that the overall system looks very impressive and that having all the assets together (house, wills investments etc.) is something that I personally like very much.”
“I appreciated the tour on iPad and phone”
“I’ve had a good look at the portal and my initial thoughts are that it is VERY clear and straightforward. It’s easy to navigate and understand and is so much easier than the Provider portal. I also think the Balance Sheet to illustrate Managed and Non-managed assets is excellent especially as these can also be viewed as a total under “Everything.”
A quick overview of the system and how to log in.
See your overall wealth in one convenient place. Also see what features are available to you when you log in.
See how to compose and send secure messages and how to sign documents digitally.
The portal can only be provided to clients where their providers has live data links to our system. Not all providers have this, although we are working hard to facilitate links for all our clients.
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The value of your investment can go down as well as up, and you can get back less than you originally invested.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL WRITING AND TRUST ADVICE.
Complaints – If you are dissatisfied, you are entitled to make a complaint. Please be assured we treat complaints seriously. For your further protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of FOS can be found on their website at www.financial-ombudsman.org.uk
The Premier Partnership Limited is authorised and regulated by the Financial Conduct Authority (FRN 209446) Registered Office Address: 5 Pebble Close Amington Tamworth B77 4RD Registered in England and Wales No: 2794326.