Personal Finance Portal (PFP)
Independent Financial Advice for Everyone
The Personal Finance Portal (PFP) gives BMSG clients direct access to our back-office system and allows them to view their personal and financial information securely online.
The back-office system is linked to the client’s pension/investment provider and investment values are regularly and automatically updated allowing these to be viewed via the PFP.
The PFP offers the benefit of a secure messaging system, secure transfer of documents, access to Open Banking and an electronic signature facility to reduce the need to print and manually sign paperwork. These facilities are for the benefit of the client and, unless they choose to share it, much of this information is not accessible by BMSG, enabling clients to store all manner of financial documents in one place giving a single view of their complete financial position.
Via the PFP Dashboard, you can view your information at any time.
With all your relevant information accessible, it can be easily reviewed, updated and confirmed without the need for paper copies.
Frequently asked questions
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Whose products do you advise on?BMSG is completely independent and can therefore source and recommend financial products from the whole of market; our aim is to find the right solution for you.
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If your advisors are Chartered, what does that mean?Chartered status is a recognition of professional excellence and is awarded by an independent body. Our Chartered advisors are all Chartered Associates of the London Foundation for Banking and Finance (https://www.libf.ac.uk) and their awards can be viewed on our about page. The award indicates that an individual has not only achieved the highest level of relevant academic qualifications, but has also demonstrated excellent service over a number of years. Chartered advisors are required to maintain suitable and up to date industry knowledge via the Continuing Professional Development (CPD) regime.