Personal Finance Portal (PFP) is a service available only from your Continuum financial adviser or mortgage broker. PFP gives you access to view all your finances in one place, 24/7, on any mobile or web device. PFP enables you to view your fund information and financial portfolio in an instant. So whether youre looking for an up-to-date valuation of your portfolio, want to assess how youre progressing against your goals or simply wish to get in touch, PFP has it covered.
Key Features:
Comprehensive Portfolio Overview:
Gain a holistic view of your financial landscape with a user-friendly portfolio dashboard.
Track and manage Assets, Liabilities, and Protection effortlessly, all in one place.
Real-Time Communication:
Connect with your financial adviser through a secure messaging service within the app.
Enjoy encrypted and private communication for discussing your financial goals and queries.
Document Storage and Management:
Safely store and organise all your essential financial documents in a secure document vault.
Access your documents anytime, anywhere, ensuring you have critical information at your fingertips.
Enhanced Financial Literacy:
Elevate your financial knowledge with educational resources and tools provided within the app.
Access valuable insights and tips to make informed decisions about your financial future.
PFP Premium Access:
Unlock powerful insights by collating information on bank accounts, credit cards, loans, mortgages, and advised products.
Take control of your financial well-being with additional features and personalised services.
Open Banking Integration:
Seamlessly link your online payment accounts using the Open Banking feature.
Experience a new level of convenience and efficiency with secure account information services.
User-Friendly Interface:
Navigate the app effortlessly with an intuitive and visually appealing design.
Enjoy a user-friendly experience tailored to meet the needs of both beginners and seasoned users.
Continuum (Financial Services) LLP; Registered address: As Above. Registered in England and Wales. OC393363. Continuum is a trading name of Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership. The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. FCA’s consumer website “The Money Advice Service”: http://www.moneyadviceservice.org.uk/ We are entered on the Financial Services Register No 802331 at https://register.fca.org.uk/