The Lucas Fettes Wealth Management Portal
The Lucas Fettes Wealth Management Portal is our online aggregation service which allows clients to view all of their financial information in one place. We are pleased to offer this to our existing clients that pay for our ongoing service arrangement at no additional cost.
This is an invaluable tool which will allow you to assess income and expenditure, provide a snap shot of your current net worth and will allow you to drill down into most assets to obtain more information on specific items.
As this service is non-transactional, information can only go one way (into the site). This is combined with banking level security which helps to ensure the security of your data. The inability to trade means that funds introduced cannot be moved off site. You are able to select what data is available to either a partner or spouse and can hide data from Lucas Fettes Financial Planning should you choose to do so.
Sign up for this service today and gain access to your personal online finance hub.
A comprehensive view
The Lucas Fettes Wealth Management Portal brings all your finances into one place, as your personal online finance hub which is fully customisable. Access your income and expenditure breakdown, coupled with investment valuations, property and much more to give a summary of your personal net worth.
Secure document storage
Banking level encryption
Martin Hales - MHA Larking Gowen LLP
“Easy to use and intuitive. Great use of technology to improve client service.
It really is an excellent addition to your client services. The great thing about both the portal and the app is that they are easy to use; not overly complicated . Yes there is work to do in terms of personal population but it’s not a difficult process. Too many Financial Services products are developed without the best interests of the client in mind whereas this is completely the reverse.”
If an emergency situation arises, where will the important details about your assets, liabilities, property and insurances be found? The Lucas Fettes Wealth Management Portal brings all this information together in a single secure location, with all the associated paperwork, making it easily accessible should it be needed.
The launch of this service is supported by a dedicated helpdesk who will be able to assist you as you begin to use this service and can answer any queries you may have after you get up and running.
Should you wish to use the Lucas Fettes Wealth Management Portal, please speak to your Lucas Fettes financial planner or contact our help desk directly by calling 01733 890 842 or 01603 706 844. Alternatively, you can email email@example.com.