We appreciate many clients want to view their financial affairs online, and this can help optimise the time they spend with their financial adviser. As a client, you could have access to your financial information online, 24/7.

Our Wealth Platform Client Portal allows you to:

  • View a summary of your wealth and other financial products
  • Analyse individual assets and their performance over time
  • Review and update your attitude to risk and loss
  • See all your protection cover in one place
  • Review key documents your adviser has shared with you
  • Upload documents you wish to keep safe
  • Update personal information
  • Prepare for important review meetings with your Adviser
  • Use our secure messaging service

Here’s a short introduction to the Sandringham Wealth Platform Client Portal app.

Want to know more?

Call us for a friendly chat on 02921 660 833 or email: Aled@Pashleyfs.co.uk