Simon Hawker IFA St Albans - Lonsdale Personal Finance account available soon

Tuesday 28 November, 2017

Your new Lonsdale Personal Finance account – available soon

Simon Hawker, Managing Director of Lonsdale Services and member of the St Albans financial planning team said:

‘During the next few months we will be inviting you to sign up to your FREE Personal Finance Portal (PFP).  You don’t need to do anything as your financial adviser will contact you when we are ready to invite you to join.’

What is the Personal Finance Portal?

Simon Hawker, independent financial adviser and member of the St Albans financial planning team continued:

‘The PFP is a revolutionary new client account from Intelliflo that enables you to view all your finances, including your up-to-date portfolio valuations, in one place, at any time, or anywhere, on any mobile app or web device.   PFP enables you to build a more comprehensive picture of your entire financial position by aggregating your short, medium and long-term finances, whilst at the same time enabling us to manage and service your financial needs more effectively.   The Personal Finance Portal will allow our financial advisers to deliver service in a secure and engaging way, and will enable you to view all your finances in one place.’

Intelliflo the provider of the Personal Finance Portal is an established web-based software provider to the UK financial services sector.  Their leading web-based practice management software, Intelligent Office meets regulatory and market changes and is being used by Lonsdale Wealth Management to improve our client service.

Secure messaging that offers you piece of mind

PFP treats the security of the information you share with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch and have the peace of mind of knowing that any information you share with PFP is encrypted and completely private.

Document vault – a place to save and access your documents safely and securely

PFP provides you with a secure document vault, so you can house all your financial documents online and know that they are fully backed up.  This is much safer and more convenient than the bottom of the filing cabinet. 

Additional access to PFP Premium service

PFP Premium is an additional service that enables you to collate information on your finances like bank account(s), credit cards, loans and mortgages, together with your advised products, giving you powerful insight into your entire financial position. Plus, you'll also be able to receive alerts and insights into spending and saving habits so you can keep track on how you're progressing against your goals.

 

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