As more and more work and correspondence is carried out electronically we are just letting you know that we have a secure client portal in operation.
The portal allows information and documents to be securely transferred between us. The information being transferred is only accessible by users who know the relevant email address and associated portal password and so is more secure than using email.
As well as the secure transfer of information, the portal also enables you to electronically approve documents sent by us.
If you would like to start using the portal or would like to find out more about it then please let us know.
Thomas Westcott Chartered Financial Planners is a trading style of Thomas Westcott Financial Management Ltd, registered in England and Wales, Company No. 04342122. Thomas Westcott Financial Management Ltd is authorised and regulated by the Financial Conduct Authority.
© Thomas Westcott 2021
"The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk."