Thank you very much for letting us look after your financial planning. We genuinely appreciate your support.
Charles, Andrew and our support team are available to deal with any questions or concerns you might have. Please telephone 01225 613444 or email firstname.lastname@example.org or write to us at First Floor, 6 Gay St, Bath, BA1 2PH. Our usual office opening hours are 9.00 am to 5.00pm Monday to Friday.
As you know, our business is founded on building long-term relationships with our clients through a professional and friendly approach, and to support this we can also provide you with access to technology. This enables you to access personal information and details of your financial plans securely, online, 24/7. It works well, for example, if you just wanted to view the current value of your investments. It also helps reduce the amount of paper required for printed valuations.
It is entirely your choice whether to utilise this technology but we know many clients find it very quick and convenient.
You can take advantage of two options:
- The Personal Finance Portal is effectively your view of the information we hold in our administration system, covering your personal details and details of your financial plans. You can arrange access yourself by clicking on the button below and following the instructions.
- The Wrap Account is where you hold investments with abrdn (formerly Standard Life) Wrap. You can view detailed information and reports about your financial plans on the Wrap. If you want access, please let us know because we need to set this up for you.