As a responsible organisation, we embrace the technological developments available to improve the quality, security and efficiency of the service we offer you, along with opportunities to reduce the harmful impact on our precious environment.
We’re committed to encouraging the use of a carefully selected suite of technologies, in order to communicate with you, store your personal data and exchange information between us.
This is typically via providing you with access to a secure ‘portal’, sometimes used alongside a related means of seeking your approval electronically to necessary documents.
We recognise that making the transition from paper to this ‘new world’ may initially feel uncomfortable for some clients. To assist with the necessary transition we’ve established a dedicated helpdesk (firstname.lastname@example.org) to support you on this important journey.
We urge you to use it if you need help of any kind or feel uncertain about the nature or security of the processes being deployed. Rest assured, there’s a human being waiting for you to get in touch and available to speak to you, on request.
If you’re currently taking advantage of our Ongoing Advice Service, utilising our Personal Finance Portal (PFP), then to login;
The PFP gives you an invaluable tool via which you can view your own financial information and interact with your adviser via a secure, online 'portal'. You can use many types of device to login such as a desktop computer, laptop, mobile phone or tablet, with access available 24/7.
Premium Portfolio & Managed Portfolio
If you’re exclusively taking advantage of one of the above personal portfolio services, then access to the following is available (you should already have been provided with the necessary login details):
- Client Portal to view your portfolio please:
Watch this short guide to using the investor portal
- Virtual Cabinet (VC) Portal to access secure documents you have been sent please:
Note that all documents shared with you via the VC Portal are removed from the portal three months after they’ve been published. Assuming you wish to have access to a copy after three months you should make sure that you download a copy to your own computer within this three month period. However, we do retain the documents for our own records so if you occasionally find that you need any particular document republishing then it’s just a matter of letting us know.
The financial services sector has long relied on the use of printed, posted and signed paperwork, often involving a tradition of one or more face-to-face meetings. Whilst we’re great believers in the ‘personal touch’ we’re also very keen to minimise the generation of unnecessary, harmful carbon emissions, which is the inevitable result of producing and transporting paper, not to mention the additional impact of transporting people. Of importance too, is the fact that we know that relying on paper can lead to unnecessary delay and introduces potential inaccuracies in collating and transcribing important and sensitive private data. Quite simply, what starts life on paper always ends up being stored electronically these days, so we’d prefer to reduce the number of steps involved in the process. Not forgetting for one moment that the sensitive personal information carried on paper, can still easily be intercepted during its physical journey and then all too easily be illegally utilised.
Most recently, during the Covid-19 pandemic, many postal addresses (including our own) were simply not able safely to remain constantly open. We and others did not feel able to risk the health and wellbeing of those who would previously have been involved in generating, transmitting and receiving paperwork. Neither did we wish to place the health of you, our client, potentially at greater risk than it needed to be. Hence, we’ve redoubled our efforts to make the move to secure, electronic means of communication.
Whilst we aim to be as easy as possible to deal with day-to-day, we have absolutely no desire to reduce the value or prominence of inter-personal relationships, which we know our clients place a high value on. However, ‘face-to-face’ has rather taken on a new meaning – both professionally and personally – during Covid-19 lockdowns. The appropriate use of the latest and easy to use video conferencing technologies has been seen to enhance many relationships. In our own case, it’s also permitted our co-owners to use much more of their time, freed from data processing, administration and travelling to meetings, to help to build a better understanding of your needs - all within the time available to them during the same length of working week.
We hope you feel able to join us on our journey of improving the efficiency and security of our business, whilst also enhancing the service and experience you receive as our client.