Guide Category: Financial planning

We’re currently working on an exciting addition to our service! We’ve listened to you and know many of our clients would like the ability to have more control over their financial plans.

And that’s exactly what we’re going to do!

MyLogic is a new client portal that is launching shortly, which will allow you to keep an eye on your investments, pensions and savings. You can track your other investments too, such as your properties and private investments and keep all the associated paperwork together.

All your financial paperwork including reports, valuations and other statements are automatically filed within MyLogic and available to you at the touch of a button.

The portal – which will also be available as an app – will allow us to communicate with you securely, free from the worries of email and post. You’ll be able to message us whenever you need to and from wherever you are. We can share documents with you and these can be signed digitally removing the need for hard copies.

We’ll be in touch with all clients to let you know when MyLogic goes live and to tell you how to register for this exciting new service.