Exciting news!
Exciting news! We have launched an App where you can view all of your finances in one place including your investments, pensions, bank accounts, and view your full transaction history.
We believe that we are one of the first independent financial advisers to create and publish an App. It has been developed to enhance our service to you, provide you with information, and put you in control. Whether you have an Apple or an Android phone download it today, it works on Smart Phone or Tablet so whatever system you use you have access.
When you open the App, you will find you have immediate access to multiple guides and videos which have been created to help you understand all financial matters including investments, pensions, Wills, long-term care and lots more.
You can use the App to access our guides and videos for information even if you are not a client, however if you are one of our clients and you have registered for your personal account on the Intelliflo Personal Financial Portal, you can log in to view your investments and pensions at any time of day or night. In addition, we encourage all of our clients to take advantage of the PFP Open Banking linking facility which allows them to view all of their bank balances and transactions alongside their investments and pensions. If you need to register or you need help with configuration, simply get in touch, we are here to help.
Please be aware that the App has been developed with your security in mind and it meets the high standards demanded by Apple and Google. It is passive so that you can only view, you cannot make changes or move money making it safer than an active banking app. If you have accounts with different banks, you no longer need to log into each bank separately you can use the Interface Financial Planning App to view all of your bank accounts in one place.
This is our first release, and more developments are planned for 2026. Your feedback is important to us, and it will influence that development so please let us know what you think.
If you are a reading this as a financial adviser and you want to develop an App for your company, I strongly recommend Thomas Cummings of Independent Check.
