01923 627000

Our Client Portal

Access your information & communicate securely 24/7.

Our Client Portal

Access your information & communicate securely 24/7.

Online access

Online access
to your information

We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels: face-to- face, on the telephone and online.

That’s why we’re introducing our new Client Portal, a revolutionary new app that enables you to see your information at any time in any place that suits you.

Communicate securely

Communicate
securely

Peace of mind of bank-level security. What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.

Share and store

Share and store
confidential documents

Our Client Personal Portal allows us to share confidential documentation with you, so you can house all your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up.

It’s far more secure than keeping paper copies in your filing cabinet or in a computer file/emails which can be hacked.

Register for your PFP account today by visiting: www.ipa.mypfp.co.uk

Get In Touch

Investors Planning Associates Limited
Sterling House, 175 High Street,
Rickmansworth, Herts WD3 1AY

Tel: 01923 627000
Email: enquiries@investorsplanning.co.uk

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