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Introducing our new Client Portal
More secure, more eco-friendly and less postal delays.

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Written by Jo Thornton
Paraplanner & Technical Administrator

So what is this exactly and what can it do for you? 

 

In essence our online portal is a private online channel through which we can issue information to you. You can sign and return certain documents by e-signature and also upload your own documentation to send to us.

More secure… 

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Keeping your personal data private in today’s modern world is absolutely paramount. The portal allows sensitive information to be sent backwards and forwards in a secure manner.

More eco-friendly… 

 

The portal allows multiple documents to be sent straight to your email inbox, thereby reducing the use of paper. In addition, it allows you to return easily certain forms by e-signature without the need for printing.

Reduce Postal delays… 

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Save time waiting for documents in the post and save time making that trip to the post box by returning documents securely on receipt. 

Once registered, the portal is simple and easy to use – please let us know if this is of interest to you by emailing us at info@watsonfp.com or alternatively contacting us on 01943 871638.

Want to know more?​

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Call us for a friendly chat on 01943 871638 or email: info@watsonfp.com

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Victoria House

Bradford Road

White Cross

Guiseley

Leeds 

LS20 8NH

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01943 871638

info@watsonfp.com

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E L Watson Financial Planning Ltd is registered in England and Wales no. 05383444. Registered office: Gresham House, 5-7 St Pauls Street, Leeds, LS1 2JG +44 (0)113 297 6789

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Authorised and regulated by the Financial Conduct Authority. E L Watson Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/under reference 433052

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If you wish to register a complaint, please write to us at the address above or email us at info@watsonfp.com

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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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© Copyright 2017 E L Watson Financial Planning Ltd. All rights reserved. Cookie Policy | Privacy Notice

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