How to get Financial Advice from home

Lockdown has left many people looking for a newer, more convenient route to financial advice.

As an innovative Financial Advice company, we’ve been developing our online service offering for some time, so when COVID hit we were adequately prepared and ahead of the curve when it came to taking our services and clients online.

What does this mean for you?

Whilst you’re at home with time on your hands, it’s an excellent opportunity to review finances and consider how you can make your wealth work better for you.

The lengthy amount of time people have been spending at home has made many people re-evaluate what they want from life.

There’s no better time to find out!

With My Advice Portal, we can carry out a complete financial review from the comfort of your own living room, whilst still giving you the virtual face-to-face reassurance of a real financial expert guiding you. 

This experience provides you with the same service you would have in person, online. With all documents being stored online in accordance with the latest and most secure regulations, you can have peace of mind that your meetings are as safe as they should be.

How does it work?

We organise an online meeting, you log into the portal, and we have our discussions. During the meeting, we can review any documents or forecasts together, then they are all conveniently and securely stored in your portal for you to revisit as you wish.

My Advice Portal includes:

  • Client Meeting Rooms – For holding secure video calls and interactive document sharing and signing
  • Document Vault – Storing important documents electronically for future reference
  • Secure Messenger – Contact me quickly, easily and securely

My Advice Portal means that we can be better connected than before, whilst remaining socially distanced, using innovative high-security technology. It’s business as usual!

To begin your Advice journey, simply send me a message.