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Personal Finance Portal

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Personal Finance Portal (PFP) is a service available only from your financial adviser or mortgage broker. PFP can give you access to view all your finances in one place, 24/7, on any mobile or web device. PFP enables you to view your fund information and financial portfolio 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.

Secure Messaging

With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser.

A Secure Document Vault

PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet.

Access to Open Banking

An additional service that enables you to collate information from bank accounts and credit cards, giving you powerful insights. You will also receive alerts into spending / saving habits and keep track on how you are progressing against goals you have set.

11-12 Hallmark Trading Centre
Fourth Way
Wembley
Middlesex
HA9 0LB

020 3787 4848

info@affinitygfs.com

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Mortgages: Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

Wills: Estate planning and the provision of Wills are not regulated by the Financial Conduct Authority.
On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shireoaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8AP
APS Legal & Associates is a member of the Institute of Professional Will writers
APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice

Commercial: We are a credit broker, not a lender. We may receive commissions that will vary depending on the lender, product or other permissible factors.

Affinity Group Financial Services Limited Registered Office: 11-12 Hallmark Trading Centre Wembley, Middlesex HA9 0LB. Registered in England & Wales ref: 13240229, authorised and regulated by the Financial Conduct Authority (firm ref no. 949987). The FCA do not regulate tax advice.