Our Client Portal
Imagine a secure space that allows access to your entire financial life in one place. We’re talking about a central dashboard that gives you a snapshot of everything you need. Financial documents. Renewal notifications. Tracking how your investments are doing. All in one place.
We’re talking about state-of-the-art technology to generate a true picture of your net worth, factoring in every movement in your investments, savings, pension, insurances, bank account, debit cards, mortgages and loans.
Everything summarised. Everything secure.
With bank-level security and encryption, our Client Portal is an innovative and personal digital filing cabinet facilitated by a web browser or the LewisBrownlee app. It’s provided to all clients that take out our ongoing Wealth Management service. So do ask us about our Client Portal – it’s a great tool and yet another little value-added extra.
To find out more, please call us on 01243 767 469.
We’ll happily walk you through!
Benefits of the Client Portal
- It serves as your personal digital filing cabinet with all of your finances organised and updated.
- It’s financial peace of mind in your pocket, knowing that your most valuable records are safe and accessible.
- No need to log on to multiple financial sites, helping to reduce the risk of online fraud.
- Keep all of your financial records together and easily track your income and expenditure.
- Access your information when you need it from any device.
View your investment portfolio
Safely store all your important documents
Direct and secure messaging with your adviser
Manage your income and spending
Quickly access your insurance details
Track your property values
Your data is ALWAYS protected
We understand that we are dealing with sensitive financial information. So, we take data protection and security very seriously. Our Client Portal uses data encryption and other security measures to ensure that your data is protected at all times.
We don’t store any of your bank or credit card account usernames or passwords. In fact, you simply see a read-only view of your banking or credit card accounts. No transactions take place through our Client Portal; all that is still safely handled by your bank or credit card supplier. So, using Lewis Brownlee’s Client Portal is as safe as using your online banking service!
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CHARTERED STATUS
TRUSTWORTHY | RELIABLE | PROFESSIONAL
With Chartered status, we are one of
the leading financial planning practises
in the Chichester area.
NMA TOP 100
PROGRESSIVE | ETHICAL | ORIGINAL
The New Model Adviser Top 100 award
celebrates the best of the UK professional
financial planning community.
VOUCHED FOR
EXPERT | ACCOUNTABLE | TECHNICAL.
Our financial advisers are checked against
a stringent vetting process and reviewed and
vouched for directly by our clients.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: hello@lewisbrownlee.co.uk | www.lewisbrownleefinancial.co.uk
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000