New Client Portal… COMING SOON!
To make life easier for our clients, we are introducing a new on-line interface in the first few months of 2020.
If you choose to make use of the new interface, known as the client portal, you will be able to:
- Find details of the products you have with us
- Update any personal details yourself, as and when anything changes, such as you move house, change your email or get a new phone number
- Sign some documents on-line
We’ll be in touch once the portal is set up and, if you would like to be able to use this new facility, invite you to log in.
The St David’s Partnership is directly authorised and regulated by the Financial Conduct Authority (FCA), registration number 189117.
Our guidance and advice are subject to the UK regulatory regime and restricted to consumers resident in the UK. The information contained in this website is for general information only and is not financial, investment or tax advice.