With the demands that a modern lifestyle brings it is important to be as time efficient as possible and to maximize the use of technology to achieve this.
All clients of LB Financial Solutions are provided with their own personal tool, called My Finance Centre, to bring together an overview of their current financial position. Your personal financial portal can be accessed via PC, tablet or mobile allowing you to access your financial affairs on the go. Providing a snap shot of current information including mortgage and other loan balances, current property values and latest investment and pension fund valuations the tool will help you understand how you are progressing with your plans.
My Finance Centre also contains a document repository where all of your financial documents can be stored in one place. We will upload the documents relating to the plans we have arranged but you can also store any other documents you wish to be held safely such as insurance policies or a copy of your will. As this portal is provided for your benefit you can choose which information you wish to share with us and which you would rather keep private.
As well as holding your information and providing you with an overview the portal will allow us to keep you right up to the minute with the progress of any application using its secure message facility.
My Finance Centre is provided to you without charge.
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18 Hoffmanns Way,
Tel: 01245 806 312
Suite E, 2nd Floor
The Octagon, Middleborough
Tel: 01206 867551
7 Hydra Orion Court,
Addison Way Great, Blakenham,
Ipswich IP6 0LW
Tel: 01473 359 720
London E15 4HF
Tel: 0208 221 8282
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