Personal Finance Portal

Personal Finance Portal

01923 627000

Our Personal Finance Portal

Access your information & communicate securely 24/7

Log in or register for your PFP account
today by visiting: www.ipa.mypfp.co.uk

Our Personal Finance Portal

Access your information & communicate securely 24/7

Online access
to your information

We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels: face-to- face, on the telephone and online.

That’s why we’re introducing our new Personal Finance Portal, a revolutionary new app that enables you to see your information at any time in any place that suits you.

Communicate
securely

Peace of mind of bank-level security. What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.

Share and store
confidential documents

Our Personal Finance Portal allows us to share confidential documentation with you, so you can house all your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up.

It’s far more secure than keeping paper copies in your filing cabinet or in a computer file/emails which can be hacked.

Get In Touch

Investors Planning Associates Limited
Sterling House, 175 High Street,
Rickmansworth, Herts WD3 1AY

Tel: 01923 627000
Email: enquiries@investorsplanning.co.uk

Digital Magazine

To download our personal finance magazines and financial guides packed full of informative financial news, simply click on the button below to visit our knowledge centre.

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Latest Fiancial news

To read the latest financial news please click on the button below to visit our news page.

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