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Client Area – Portals & Key Updates

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Login to PFP

Login to PFP

View your active accounts, funds, valuations and transaction histories.

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Login to PFP

Register for PFP

If your an existing client activate your PFP account by clicking the button below:

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Invest Online

Invest Online

If your an existing client activate your PFP account by clicking the button below:

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Areas of Expertise

Portfolio updates

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Areas of Expertise

We regularly update our portfolios. Depending on the service level of your investments, these changes are released weekly, monthly and annually.

Keep an eye on your inbox for our email detailing the changes. You will receive a link in the email so you can download the relevant Key Investor Documents (KIIDs) and fund switch commentary.

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Respond to the latest fund switch

https://hlfinancial.co.uk/fund-switch-response-clients/

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Areas of Expertise

Useful links

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Areas of Expertise

Over time your circumstances change, and with this your financial outlook also changes. What was important to you before might not be as important in the future. Our Service Options are designed to give you the flexibility to only pay for the services you need.

Each level pairs to a different fund selection to reflect the affordability of the underlying fund charges. Our On-Demand and Managed solutions are available regardless of your investment size, and clients can nominate to change their service level at any time. when your investment has grown beyond the recommended threshold we will contact you, but you are not obliged to move.

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Call to action

[heading tag=”h4″ align=”justify” padding=”20px” color=”#fff” style=”default” color2=”#000″]We will happily provide you with a free no obligation comparison of any existing policies you have! [/heading]

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