Can you imagine how exciting it could be to track your goals any time you want and instantly see a valuation of all of your plans and investments so you really know where you stand, whether you are going to achieve your goals and whether you need to do a bit extra without waiting a year until you see your advisor again.
When investing, investments and the income from them can fall as well as rise and therefore your capital is at risk.
TRACK SAVINGS & INVESTMENTS
SECURE MESSAGING WITH YOUR ADVISOR
SAFE DOCUMENT STORAGE
Your Personal Finance Portal or PFP allows you to track your investments and interact with your financial advisor simply and easily using your phone, tablet, laptop or PC.
The portal gives you far more than that as well:
Secure messaging with your Advisor- no need to worry about your emails being hacked - this means you can send emails to your advisor in complete security.
Safe and easy way to share important documents.
See the details we hold about you, that we base our advice on, and easily change them and alert so we can check that everything is still right for you.
Set your own plans and objectives and start working towards them when you want to.
Lastly, and very cleverly, you can sign up to the premium portal, when and if you choose, which allows you to have feeds from your own bank accounts and the system will categorise your spending and then analyse it which will help with planning.
With Money Honey FP, you will have your very own portal set up immediately so we can begin to work with you effectively and securely throughout the rest of the initial review and plan setting stages. You will then be able to track everything we set up and communicate with us whenever you need to.
Watch the video above to see more information.
The first stage is to book your initial consultation to discuss whether our service is what you need. If you want to retain us as your own financial advisor we will get you set up immediately with your own portal and even better we will offer you a 20 minute free Skype session to get some technology training on how to use it. You are then in control from then on, press a button and see your whole financial position and how it is evolving to meet your aims, plans, and ambitions.
Money Honey Financial Planning is a trading style of 4 The Record Compliance LTD, registered in England & Wales,
20-22 Wenlock Road, London, N1 7GU. Registered Number: 08107961.
4 The Record Compliance LTD is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register Number 772350. This can be verified via the online FCA register (www.fca.org.uk/register) or by contacting the FCA on 0800 111 6768
If you are unhappy with our service
If you have a complaint about your advisor or any financial advice you have received from your advisor, please contact us:
Tel: +44 203 286 1648
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk )