Berkshire IFA Personal Finance Portal
We are fully independent
We are fully independent and directly authorised by the FCA. This means we are able to give you the most appropriate advice to you without being restricted by commercial agreements.
Your interests come first
Our whole philosophy is borne out of many years' experience working in a professional practice environment. Our existing clients would confirm our ongoing commitment to this philosophy.
We are highly qualified
Continual professional development is an expectation all of our team place upon themselves regardless of how qualified they already are.
Trust is core to our service
Our clients have told us that trust is absolutely essential for them, therefore we hold ourselves to this value and only ever act in our clients’ interest.
Integrity and transparency
We are committed to always explaining our fees and our regulatory obligations before any work is carried out.
All your money in one place
Introducing the Berkshire IFA Personal Finance Portal (BPFP). The BPFP provides a clear overview of your finances, so you can manage and track them from one convenient place. It is like a personal digital filing cabinet where all your financial and investment records can be kept, and easily accessible whenever they are needed. They can be accessed across your computer, tablet and phone so you can review / access / change or request us to action trades or investments on your behalf.
To find out more, watch the video below.
Control
Your financial dashboard
The Berkshire IFA Personal Finance Portal enables you to view all your finances in one place, so you can access up-to-date valuations and an overview of the performance of your investments to see how you are progressing against your financial goals.
It also enables you to send documents to your Adviser directly via a secure link. You can also request meetings or call backs when you wish to talk through changes to your circumstances or opportunities that you have come across.
Security
Once registered, you will have access to:
Increased data security - With the increasing importance of data security, we will send your personal documents to you via the portal so you can be reassured that your information is always secure. We will no longer send you important documents via email or in the post.
Secure document signing - Sign your key documents digitally using DocuSign.
Secure messaging - The Berkshire IFA Personal Finance Portal includes a secure messaging service so you can get in touch with us safe in the knowledge that any information you share is fully encrypted.
Secure document storage - You can store all your financial documents on the portal where they are secure and fully backed up.
Convenience
To increase your ability to control your money in a time efficient manner we have developed functionality which allows you to link all your bank accounts to our portal. Linking your bank accounts to the portal helps you understand exactly where you are spending your money. Purchases on linked accounts will automatically be broken down into categories such as Household, Loans and Finance, and Lifestyle. The Berkshire IFA Personal Finance Portal links directly to your bank account without the need to share any log in details, so is a secure and convenient method of increasing the convenience of managing your money.