Planning Connect

We developed our Planning Connect service to flexibly deliver our financial planning advice to fit around your lifestyle. Not everyone wants or needs a time intensive traditional face to face relationship with an adviser and with advances in technology it is now possible to access quality advice via a more convenient route.

The service makes full use of available technology, minimising the time you need to expend in order to access our advice services. We will communicate with you remotely using whichever medium you find most convenient, this includes:-

  • Telephone
  • Email
  • Skype
  • Facetime
  • Video Conference

Communicating remotely doesn’t mean you are disconnected in some way. We provide you with access to our Personal Finance Portal which is a revolutionary new app that enables you to see your complete financial picture in seconds at a time and place to suit you. Access is available across multiple devices such as desktops, laptops, tablets and mobiles and with the optional addition of Premium benefits you can combine this with your short-term finances such as banks accounts, credit cards, loans and mortgages. This enables you to have a snap shot of all your finances providing a complete picture of where you stand financially.

Our advisers are ready to take your call or email to discuss how we might be able to help you.

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