Change has been very much in the air lately, as it often is in January.
We had a busy 2018 where we really grew as a firm, welcoming several new faces and embracing new technology to continue to provide the best service we can. These changes are very much for the long run and will improve the service we provide to you.
We’ve invested in a new Client Portal. For those of you who haven’t seen this yet, we will show you in your next financial review.
The Client Personal Finance Portal enables you to see all of your financial information in one place to give you an overview of your financial situation, including up to date portfolio valuations. We’ll be sharing hints and tips in our communications going forward to ensure you’re making the most of this facility.
Technology is revolutionising the financial services industry and we, at Entire FS, firmly want to be a part of this revolution. It helps us provide better advice and lets you have far greater transparency about your finances. Humans working with financial technology is very much where the future lies. Entire FS are part of this step forward and embracing change.
Blending an old school approach to solid business values with a modern approach to technology is central to our ethos and our latest changes adhere to this.