Financial Planning Centre

We have provided an on-line facility which allows you, our client, to enter your financial profile information into a secure database which is only viewable by you and your appointed Financial Adviser at Independence Direct.

Once you have entered your basic contact details, you will be given a user name and password so that you can view your Financial Profile at any time. This means that you can add new details or update existing information at your leisure. Having made entries into your Profile, your Financial Adviser is immediately notified by email giving exact details of which sections of the Profile have been ammended.

It is important to note that no personal information is sent across the Internet by email and any information that you enter is protected by secure server encryption.