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About 'My Finances'
Do you remember who you hold policies and accounts with? Is it always a suprise when your insurer tells you that your policy is due for renewal? Do you know how much is left on your mortgage? Is all your financial paperwork in a box at the bottom of the wardrobe?
'My Finances' allows you to store details of all of your financial accounts and policies in one place so you always know what you have, and where you have it.
Any polices or accounts that you have taken through Joslin Rhodes will be prepopulated for you and your policy documents can be downloaded anytime.
You may add any polices that you have arranged elsewhere and archive or delete any polices that are no longer active. You can even download copies of the advice reports prepared by your financial adviser.
Communication with your adviser is straightforward too, you can ask any questions about your existing plans and even prompt them to get in touch regarding any other areas you with to review.
Registration is quick and easy and you can be up and running in moments.
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