The Lucas Fettes Client Portal

The Lucas Fettes client portal provides you with a clear and uncomplicated view of your finances. You can see the details of your entire financial portfolio, including your investments, assets, savings, protection, liabilities as well as income and expenditure.

The portal gives you updated and organised access to your personal and financial records whenever you may need them. A two factor authentication login gives you secure access, reducing the number of sites you need to visit and the chance of online fraud.

You can access the client portal via a secure link that you will be provided with. You can then choose to add this to your homepage for quick access. This can also be set up on your mobile so you can access our portal from anywhere you wish.

Sign up for the Lucas Fettes Client Portal today and gain access to your personal online finance hub.

 

person using portal on laptop
Portfolio View 

The portal displays your investments, retirement plans, savings, assets and liabilities and also gives a summary of your net worth.

Simple Navigation

The portal is easy to use and the navigation menu is labelled clearly. This is supported by a ‘User Guide’ which can be accessed throughout the portal via the help centre.

Regular Updates

The portal will deliver financial news and regular updates surrounding the global markets and changes in taxation or legislation which may affect you and your portfolio.

Keeping data relevant

Making sure that the data we hold about you is up to date is critical to ensuring you receive the best service possible. The portal provides you with an opportunity to review your personal details and financial information on an ongoing basis to ensure that these remain up to date on our records.

Account Management

For clients with multiple accounts, including trustees or Powers of Attorney, you will have access to all this information with a single login. The multi-account functionality allows for a truly multi-generational wealth management system.

Accessing the portal

You can access the client portal via a secure link that you will be provided with. You can then choose to add this to your homepage for quick access. This can also be set up on your mobile so you can access our portal from anywhere you wish.

The Lucas Fettes Client Portal brings all this information together in a single secure location, with all the associated paperwork, making it easily accessible should it be needed. Should you wish to use the Lucas Fettes Client Portal, please speak to your Lucas Fettes financial planner. Alternatively, you can email info@lffp.co.uk.

What our clients have to say

 

‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’

Financial Planner: Kerry Holmes

What our clients have to say

 

‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’

Financial Planner: Liz Burrows

What our clients have to say

 

‘I have been very impressed by how I have been looked after by my personal financial adviser and I’m entirely happy with the service she has provided.’

Financial Planner: Sarah Maguire

What our clients have to say

 

‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’

Financial Planner: Kevin Froggatt

What our clients have to say

 

‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’

Financial Planner: Graham Moore

What our clients have to say

 

‘Thanks for your help and the great service.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.’

*Part of a client referral

Financial Planner: Beverly Lee and Neil Clarke

What our clients have to say

 

‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

Financial Planner: Graham Moore

What our clients have to say

 

‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

Financial Planner: Angela Carpenter

What our clients have to say

 

We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.

Financial Planner: Kevin Froggatt

Get In Touch

Submit a contact form today and a member of our expert team will be in touch to discuss your needs further.


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