All Curzon Financial Advisers' clients have access to the Personal Finance Portal. PFP provides access to all your finances in one place, 24/7, on any mobile or web-enabled device. It enables clients to view their financial portfolio and fund information in an instant.
So whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals or simply wish to get in touch, PFP has it covered.
In addition, the Personal Finance Portal provides:
Not registered on PFP yet? Contact us to receive an invitation!
All Curzon Financial Advisers' clients have access to the Personal Finance Portal. PFP provides access to all your finances in one place, 24/7, on any mobile or web-enabled device. It enables clients to view their financial portfolio and fund information in an instant.
So whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals or simply wish to get in touch, PFP has it covered.
In addition, the Personal Finance Portal provides:
Not registered on PFP yet? Contact us to receive an invitation!
To find out more or to arrange a meeting with us, please call
020 8498 0040, or email info@curzon-ifa.com
CURZON FINANCIAL ADVISERS
41 Forest Edge
Buckhurst Hill, Essex, IG9 5AE
020 8498 0040
info@curzon-ifa.com
Curzon Financial Advisers is a trading name of Simone Grogan, who is authorised and regulated by the Financial Conduct Authority. Simone Grogan is the Principal of Curzon Financial Advisers and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 933340. If you wish to register a complaint, please write to us at the address above or email us at info@curzon-ifa.com.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at
www.financial-ombudsman.org.uk
or by contacting them on 0800 0234 567.
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All rights reserved.