With the demands that a modern lifestyle brings it is important to be as time efficient as possible and to maximize the use of technology to achieve this.
All clients of LB Financial Solutions are provided with their own personal tool, called My Finance Centre, to bring together an overview of their current financial position. Your personal financial portal can be accessed via PC, tablet or mobile allowing you to access your financial affairs on the go. Providing a snap shot of current information including mortgage and other loan balances, current property values and latest investment and pension fund valuations the tool will help you understand how you are progressing with your plans.
My Finance Centre also contains a document repository where all of your financial documents can be stored in one place. We will upload the documents relating to the plans we have arranged but you can also store any other documents you wish to be held safely such as insurance policies or a copy of your will. As this portal is provided for your benefit you can choose which information you wish to share with us and which you would rather keep private.
As well as holding your information and providing you with an overview the portal will allow us to keep you right up to the minute with the progress of any application using its secure message facility.
My Finance Centre is provided to you without charge.
To download our latest magazine please enter your name and email address below to access our knowledge centre
Email communications are not secure, for this reason LB Financial Solutions Limited cannot guarantee the security of the email, its contents or that it remains virus free once sent.
18 Hoffmanns Way,
Tel: 01245 806 312
Suite E, 2nd Floor
The Octagon, Middleborough
Tel: 01206 867551
7 Hydra Orion Court,
Addison Way Great, Blakenham,
Ipswich IP6 0LW
Tel: 01473 359 720
London E15 4HF
Tel: 0208 221 8282
The material on the site is the copyright material of LB Financial Solutions Ltd You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use LB Financial Solutions Ltd content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers LB Financial Solutions Ltd does not accept any liability for your reliance upon, or any errors or omissions. Any other use of LB Financial Solutions Ltd content requires the prior written permission of LB Financial Solutions Ltd.
Registered Office: Swift House, 18 Hoffmanns Way, Chelmsford, Essex, CM1 1GU. LB Financial Solutions Ltd is registered in England and Wales. Registered Number 07942025.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
LB Financial Solutions Ltd is an Appointed Representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
© 2020 LB Financial Solutions. All rights reserved.