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Secure Client Portal

Secure Client Portal

Now available for new and existing clients

Advice for Life Financial Planning can now offer new and existing clients access to our new secure client portal.

This is a safe way for existing clients to communicate, and exchange documents with their adviser.

But that is just the tip of the iceberg....

Our secure portal also allows clients to complete or amend fact finds online, which saves time and ensures the information we hold is accurate.

It also allows us to provide clients with a wealth of cashflow planning tools provided by our friends from cashcalc

This brief video explains what cashflow planning is, and how it can benefit you... 

If you are an existing client, please speak to your adviser, and they will arrange for you to be sent an invitation to set up your portal.

If you are not an existing client, and you are interested in seeing what Advice for Life can do for you, please click here to register for our secure client portal.

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.