Welcome to Informed Financial Planning’s client area.
We know you like to have access to information as and when you need it. This could be in relation to your own personal investments, any legislation or tax rule changes, current market prices or even just a handy tool to work out your income and expenditure. Our team at IFP are always happy to help and we are just a phone call away, however in addition to this we have also designed a client area to ensure information can be accessed easily online. At any time of day, you will always remain informed.
Client Area – SMARTfund Login
Login using the button to the left to access your SMARTfund portfolio. Here you will be able to view online valuations, a transaction history of your portfolio and fund performance. If you have never received login details, please contact us and we will happily provide these for you. Please note, a user guide to navigate the system can be found here.
Client Area – True Potential Account
Login using the button to the left to access your True Potential account. Here you will be able to view online valuations for all of your investments, view your fund selection and in some cases, view documentation received in relation to your investments. If you have never received login details, please contact us and we will happily provide these for you.
Client Area – Financial Calculators
Informed Financial Planning have provided a selection of useful online financial calculators. These handy tools assist you in implementing budgets, estimating tax liabilities, assessing different factors which could affect your savings and much more. Please note, any information you enter into these calculators will never be seen or stored. Please click here to view our range of tools.
– The Money Advice Service – Provides useful tools, top tips and money news.
– Yahoo Finance – Keep up to date with the latest market prices.
– Government Topics – Read the latest articles in relation to our recent budget.