An event for FMB Clients
Venue: FMB Office, Shenstone House, Helsington, Kendal, LA8 8AA
Our web-based client portal is easy to use once you get started. It lets you see what we can see, so you can look at your portfolio of investments at any time, on any device you want.
It is completely secure with bank-level encryption, so it's a great place to message us and share documents such as your financial plan.
Join us for a demonstration:-
- How to get logged in
- What PFP can show you
- How to message us and receive messages
Bring a device such as your tablet or phone if you would like us to help you get set up on the day.
Light refreshments will be served.
If you would like to join us please call to let us know 01539 725855 or e-mail