To access your personalised client area using the login details we have supplied to you, please click here.
Within the client access area you will be able to do the following:-
- - Access your personalised area on a range of devices - PC, Laptop, i-pad, i-phone, Blackberry, Android or Windows Phone
- - View your portfolio - information on policies held and the last valuations noted
- - Obtain real time valuations on your policies at the click of a button (subject to provider availability) - available for over 30 providers with more to follow
- - Update your personal details at any time - you can make sure we always have your current details
- - Send secure encrypted messages to your adviser - more advanced security than e-mail
- - Unlimited online storage - you can also choose whether to let your adviser see any individual documents
If you would like a demostration of the client access area or would like more infomration or simply obtain your login details, please contact us.