Better connected with My Advice Portal

With changes in working hours and locations, many customers have been looking for a new, more convenient route to financial advice.

As an innovative agency, we have been developing our online digital service offering for some time and when COVID hit, fortunately for our clients, we were already well ahead of the curve taking our services and clients online.

What does this mean to you?

The events of this year have made many people reevaluate what they want from life. Perhaps you want to retire earlier, or you want to work out what finance you need to have in place to create an exit strategy for your business?

There’s no better time to find out.  With My Advice Portal, I can carry out a complete financial review from the comfort of your own living room, but with the virtual face-to-face reassurance that you have a real financial expert look after you. Our digital wealth service provides you with the same service that you would have in person, but virtually. All documents are stored online in accordance with the latest security regulations.

older couple looking forward to their pension
Introducing My Advice Portal

With My Advice Portal, I can carry out a complete financial review with you – from the comfort of your own living room.


The way it works is seamless. We would organise an online meeting, you would login to the portal, and we can have our discussions on the secure video call.

During the meeting together, we can review any documents or forecasts, then they are all conveniently and securely stored in your portal for you to revisit as you wish. The service includes;

  • Client Meeting Rooms – For holding secure video calls and interactive document sharing/signing
  • Document Vault – Storing all documents electronically for future reference
  • Secure Messenger – Contact your adviser quickly, easily and securely


My Advice Portal means that although we must be socially distant, we can through the latest technology, with the highest security, be better connected than before.

young businessman in a meeting

Get Started

Register your interest

To find out more about My Advice Portal and register your interest, simply send me a message and I’ll be in touch.

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