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.

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• 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.  

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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.