YOUR PERSONAL FINANCE PORTAL
Let our Personal Finance Portal become your one-stop-shop. Through the online tool, you are able to view all of your investments, plans, assets and cash accounts under your own profile.
The two-way integration allows us to securely exchange messages and share documents, supporting regulatory requirements. You are able to see up to date policy valuations through your login as information updates automatically.
A sleek and manageable data gathering process allows you and your adviser to focus on the goals and aspirations that really drive the reasons for financial planning.
Contact Money Principles today to get your access set up.
Data Protection
We take the privacy of our clients seriously and are open about how we handle client information.
As we hold client data., we are subject to the rules of the Information Commissioner’s Office, who report directly to the Parliament of the United Kingdom.
To see our full Data Protection Policy please follow the below link
New Client Dashboard
Welcome to the New Client Onboarding area where we’ve collated links to the relevant information on what you can expect from us, and answer any questions you may have. Click on the tiles below for more information.
Personal Finance Portal
FAQ’s and Blogs
About us
Advice Process and Services
First Time Buyer
Reviews
FCA Register
Authorisation Statement
Money Principles Ltd is directly authorised by the Financial Conduct Authority (FCA). Our FCA number is 946656.
The FCA regulates the financial services industry in the UK. You can check our authorisation and permitted activities on the Financial Services Register by visiting FCA’s website at https://www.fca.org.uk/firms/financial-services-register or by contacting the FCA on 0800 111 6768.
Registered in England and Wales no. 13133071.
For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).