• Criffel
  • River bridge
  • Solway
  • arch
  • bridge 3
  • caul
  • bridge 2
  • bridges
  • town
  • museum
  • bridge
  • River
  • Countryside
  • River
  • beach 2
  • sun
  • Abbey
  • new brig
  • brig
  • Castle
  • beach
  • Crichton
  • view
  • loch Kindar
  • loch 2
  • criffel
  • solway
  • sky and top
  • big sky
  • hill
  • hill2
  • Field
  • Crif
  • Abs

What is a secure client portal?

What is a secure client portal?

The latest innovation from Advice for Life…

August 2021

 

Following on from our recent launch of Cashflow Planning from CashCalc, we are now delighted to be able to offer clients access to our secure client portal.

The video below explains what it is, and how it can useful when interacting with your adviser…..

If you would like to register for our portal, click here.

In addition, you can also download an app version from the app store on your smartphone or tablet. It's available on both the Apple App Store and Google Play Store.

 

What our clients say about us

 

We're supporting Dementia Friends Scotland

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

Advice for Life Financial Planning is a trading style of AFL Financial Planning Services Limited which is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

We're supporting Football in the Community

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