• Slideshow 1
  • Slideshow 1
  • Slideshow 2
  • Slideshow 1
  • Slideshow 2
  • Slideshow 1
  • Slideshow 1
  • Slideshow 2
  • Slideshow 1
  • Slideshow 1
  • Slideshow 1

Utilising Technology to make Financial Advice accessible during COVID 19

Utilising Technology to make Financial Advice accessible during COVID 19

Advice for Life are delighted to announce that we can now offer a fully remote financial advice service!

We have been working hard, both before and during the pandemic to make financial advice as accessible as possible to both existing and new clients.

At the time of writing, household appointments are still not possible, however, as of April 6th 2021, we can meet clients safely in our office in Dumfries.

This may not be ideal for clients who live outside of Dumfries, or those who simply would rather not meet face to face at the moment. 

As such we are pleased to announce, that we can now offer a fully remote financial advice service.

We can now offer clients access to a secure online portal, which will allow clients and advisers to communicate and exchange documents safely.

In addition, this also allows for digital fact finds to be completed, and opens the door to our new cashflow planning service.

Cashflow planning From CashCalc allows your adviser to create detailed cashflow plans in just a few minutes. Outputs are refreshingly straightforward, making it easy to understand.

These reports can then be updated at subsequent reviews to ensure that you are on track to meet your financial goals.

If you are an existing client, please speak to your adviser. 

For new clients, you can click here to set up your online portal.

We can also offer client meetings using Zoom, and can now send documents securely via e mail using Signable, which also allows us to collect digital signatures on documents...no more posting forms backwards and forwards!

If you would like to take advantage of this service, please contact our office, or if you are an existing client, speak to your financial adviser.

What we have been up to recently...

 

We're supporting Dementia Friends Scotland

Advice for Life Financial Planning are proud to support Dementia Friends Scotland.

We're supporting Football in the Community

Proudly supporting football in the community. Bringing business together through youth football.

AFL Financial Planning Services Limited are an appointed representative ofQuilter Financial Limited.