Making our resources easier to access online

Changes to our website

Over the coming months, we're improving how we work with you by making your experience as a financial planning client simpler, clearer, and more secure

We're actively reducing our reliance on external software by developing our own bespoke-coded solutions just for our clients. Fewer portals mean fewer passwords for you to remember, less duplication, and greater control over the services used to store & handle your information

Soon, you'll be able to send us secure messages, upload & access important documents, and build or update your financial profile directly through our website. This will make it easier to keep the information we hold about you up to date & give you a clearer overview of your finances

For clients invested in our Key to the Future (KTTF) Model Portfolio Service, our longer-term plans include enabling you to view your investments held through the Fundment platform directly on our website, with easier access to your related investment & portfolio documents

We remain committed to raising the standards of financial advice by ensuring straightforward access to the information & support you need throughout your financial journey with us