What is a Secure Portal?

A secure portal is an online location that allows us to securely communicate and share information with each other remotely.

Whereas before we may have spent hours together going through paperwork to complete a fact find or manually signing and exchanging documents.

Our secure portal give you the option to do all of that remotely at a time and place convenient to you and on a device you prefer.

With bank level security you can complete a digital fact find, send secure direct messages and even exchange important documents, allowing us both to complete tasks in advance, so we can focus on what matters most when we are together.