Your Personal Financial Portal Is Coming!

At Expert Wealth we’re always looking for ways to improve efficiency so we can add more value to our relationship with you.

Our clients choose to communicate with us in many ways. Some of you will be accessing your valuations through our own portal, some directly with investment providers, still others will be receiving valuations by email via secure password-protected file attachments.

The world of financial self-serve technology is changing for the better, and we’ll soon be making some significant improvements to our in-house systems that will:

  • Bring together all your investment information in one secure location.
  • Offer you 24/7 on-demand secure access to your valuations…
  • …in a clear and visually appealing way.
  • Offer you a new secure messaging platform so you can communicate with Expert Wealth in absolute confidence.

It is our aspiration that the new Personal Financial Portal will become your preferred one-stop-shop when you want to drop us a line or access up-to-the-minute information on the performance of your investments.

We pride ourselves on our human approach as your trusted financial partner, and that will never change.

Expert Wealth will always be a phone call or meeting away, and no portal will ever replace one-to-one contact between adviser and client. We do however hope you’ll find significant value in having secure access to the information you need – on any of your internet enabled devices – exactly when you need it.

We’re aiming to roll the new system out in November 2018 and we’ll be keeping all our clients informed on progress by email. In the meantime – should you have any questions or concerns about the new portal, don’t hesitate to contact us.

 

 

Jonathan

About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different. We are buying reassurance, big time (because finance is part of our lives and we only have one life). You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you! C.L. (Oxford)

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