Digital resources.
We recognise that advances in technology mean our customers are increasingly choosing to interact with us across multiple channels: face to face, on the telephone and online. That’s why we’re introducing our new Digital Services to provide you with real choice. Select from the options below to find out more:
Dynamic planner.
My Planning is a secure application which allows you instant access to view your financial information, aligned with plans and documents that I/we have provided.
The application was created to allow you to have a simple mechanism for reviewing your advised finances on an on-going basis.
You will have the ability to:
- Undertake a questionnaire to determine your risk profile that we can then review together
- Check your investment and pensions valuations in real time
- Securely access your personal investment plan, reports and quotes at anytime
- Contact your financial planner directly and securely online
My Planning Client Portal and Risk Profiler
Dynamic planner.
My Planning is a secure application which allows you instant access to view your financial information, aligned with plans and documents that I/we have provided.
The application was created to allow you to have a simple mechanism for reviewing your advised finances on an on-going basis.
My Planning Client Portal and Risk Profiler
You will have the ability to:
- Undertake a questionnaire to determine your risk profile that we can then review together
- Check your investment and pensions valuations in real time
- Securely access your personal investment plan, reports and quotes at anytime
- Contact your financial planner directly and securely online
Pensions can be a scary place, but with our help, they don’t have to be!
Pension monster.
We work with our clients to ensure they have the necessary provisions in place to secure the retirement they want, but if you are new to the world of pensions, or are not currently receiving advice on your retirement needs, Pension Monster can help.
What is Pension Monster?
Pension Monster is an online retirement guidance tool. All you need to do is enter some basic information and Pension Monster will create your tailored report which will show you some popular retirement options, and some product solutions. You can print off your report or email it to us when you are ready to get some advice. What’s more – It’s free to use
Using Pension Monster will give you an idea of what your pension could be worth, how much you may need to pay in and even show you the kinds of providers and products that may be available. However, this is only guidance and you will need to seek advice to ensure you get the right solution for your personal circumstances.
Pension monster.
We work with our clients to ensure they have the necessary provisions in place to secure the retirement they want, but if you are new to the world of pensions, or are not currently receiving advice on your retirement needs, Pension Monster can help.
Pensions can be a scary place, but with our help, they don’t have to be!
What is Pension Monster?
Pension Monster is an online retirement guidance tool. All you need to do is enter some basic information and Pension Monster will create your tailored report which will show you some popular retirement options, and some product solutions. You can print off your report or email it to us when you are ready to get some advice. What’s more – It’s free to use
Using Pension Monster will give you an idea of what your pension could be worth, how much you may need to pay in and even show you the kinds of providers and products that may be available. However, this is only guidance and you will need to seek advice to ensure you get the right solution for your personal circumstances.
