As a client of TFA you can log in to your Personal Finance Portal (PFP), where you can view details of your finances, communicate with your adviser and exchange documents securely at any time and on any device. PFP can give you access to all your finances in one place 24/7, on any mobile or web device, including via a progressive web app.
With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.
A Secure Document Vault
PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet.
Access to Open Banking
An additional service that enables you to collate information from bank accounts and credit cards, giving you powerful insights. You will also receive alerts into spending / saving habits and keep track on how you are progressing against goals you have set.
Fund & Portfolio Information
PFP enables you to view your fund information and financial portfolio in an instant. So whether you are looking for an up to date valuation of your portfolio, want to assess how you’re progressing against your goals or set new goals, PFP has it covered.
New to PFP? Please watch our short video to find out more
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