The Personal Finance Portal

 

The Personal Finance Portal is a revolutionary new app that enables you to see your complete financial picture in seconds, at a time and place to suit you.

 

Accessible online 24/7 across desktops, laptops and mobile devices, Personal Finance Portal gives you access to your long-term savings and investment information in an easy to use online format.  What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.

 

Other benefits include:

  • A convenient way to view finances at the click of a button

  • Always up-to-date and easy to use.

  • Peace of mind that it’s completely secure.

  • Accessible document storage wherever and whenever you need to access it.

  • Gives you the option to see all of your advised and non-advised finances in one place.

  • Opportunity to set up alerts and insights with Personal Finance Portal Premium’.

*All our existing clients will receive login details from us in the near future.  Should you have any queries, please don't hesitate to contact us.

  • Google+ - White Circle
  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle

Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 08470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

© 2018 by Culverhouse & Co