DIGITAL WEALTH SERVICE
Better connected with My Advice Portal
With changes in working hours and locations, many customers have been looking for a new, more convenient route to financial advice.
As an innovative agency, we have been developing our online digital service offering for some time and when COVID hit, fortunately for our clients, we were already well ahead of the curve taking our services and clients online.
What does this mean to you?
The events of this year have made many people reevaluate what they want from life. Perhaps you want to retire earlier, or you want to work out what finance you need to have in place to create an exit strategy for your business?
There’s no better time to find out. With My Advice Portal, I can carry out a complete financial review from the comfort of your own living room, but with the virtual face-to-face reassurance that you have a real financial expert look after you. Our digital wealth service provides you with the same service that you would have in person, but virtually. All documents are stored online in accordance with the latest security regulations.