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At Vintage, we believe in inspiring, adding value and making a positive difference to the lives of each one of our clients. That is why we are bold, proactive and invest in knowledge and technology to ensure our service remains second-to-none.

That said, we will never adopt technology simply for the sake of it, but only when we know that it really adds value to the experience our clients have. That is why we are so proud to be able to introduce our beautiful online service – Vintage View – an online portal which puts the power and information in our clients’ hands.

Vintage View is a new, unique service, exclusively available to our clients, allowing them to:

  • Safely log in to all financial accounts using one password
  • Track and categorise spending
  • See up to date portfolio values
  • Monitor the value of their home via a link to HM Land Registry
  • Store any financial documents such as statements or policies securely
  • Send and receive safe, encrypted messages to their Financial Planner

To register for Vintage View or to find out more about our service contact us on 01642 525050 or email portal@vintage-fp.com.

 

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This post was written by Karen Parker