We believe in combining the very best advice with the very best technology.
Whatever your preferred platform and whatever your preferred device you will be able to access all your financial information in one place.
We provide every client with their own personal website which provides access to all your financial information in simple categories.
True Potential is a market leader in financial services technology. By partnering with them, we are able to give our clients exclusive access to their award-winning Wealth Platform. The benefit to you is that you can use your own financial information in a truly powerful fashion.
Yes, as soon as you login you are protected with 128 bit secure socket layer - the same encryption which protects your online banking, for instance.
Yes, we have also devloped a mobile HTML version of the sites. Simply point your device to http://clientside.tpinside.com. Also, keep an eye on the help section of your site, as we are adding new devices frequently.
Yes, login to http://clientside.tpinside.com/ - before entering your details you'll see that there is a help screen with full instructions.
Every time you login to your website a new real time valuation is requested, making your details as up to to date as the close of business the previous working day.
It is likely that we do not hold the agency rights for this policy or plan. Please contact us and we will make the arrangements to add this.
Our covering letter should contain your personal login details which include a username and password. On first login you will also be prompted to create your own passphrase. If you do not have a covering letter or would like to request your login details please contact us via firstname.lastname@example.org
Building 329, Doncastle Road
Bracknell, Berkshire, RG12 8PE
Tel: 01344 988 390
Fax: 01344 988 394
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Registered office: Pennymatters Ltd, Building 329, Doncastle Road, Bracknell, Berkshire RG12 8PE. Registered in England and Wales Number: 07331832
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