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