Blue Sky Financial Planning Autumn Newsletter 2017

LAUNCHING OUR CLIENT PORTAL
With all the new technological advances we see
in our daily lives, it seems clear the march towards
digitalisation is unstoppable. Here at Blue Sky we
have embraced this as an opportunity and are now
proud to offer all clients an Online Portal.
Yet another log-in to remember? Well, yes, We're
afraid so. But, there are huge benefits to be had.
Our new client portal will enable each client to
see all their financial information in one place –
investments, pensions, assets, liabilities and so on.
This is a tool for helping to plan, make decisions
and see financial worth at any one time, all in one
place.
There are other benefits too – it offers a means
of direct and secure communication with your
Financial Adviser, as well as secure online document
storage. This will make it so much easier for clients
to share paperwork and information with us
quickly, as well as encouraging communication to
help clients set goals and track progress.
We have thoroughly tested the platform and the
results have been brilliant. We look forward to
encouraging those that wish to utilise this service.
If you wish to register please speak with your
adviser, or visit https://blueskyfp.mypfp.co.uk/
account/register. To register, you will need to enter
the email address we have on file for you and you
will be asked some additional personal details to
create the link between your existing investments
and the portal. Any investments or pensions we
manage for you will automatically appear shortly
after you register. We can then help you build the
detail within the portal to include other accounts,
your property or other assets and any debts.
The result will be a financial hub you can refer to
whenever considering your overall circumstances
– a powerful tool to have at your fingertips.