My FMB - the new client portal and mobile app
A clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, mortgages, loans and property alongside all
the associated paperwork. On your desktop and as an app on your tablet and smart phone, your finances are beautifully brought together under a single login accessible to you at any time, wherever you are.
Although very similar to our previous portal, there are some slight differences. If you are new to the idea of a client portal or would like some help getting started we are holding this workshop to cover all the basics.
We will hold this session on Zoom, so we can share how to navigate the desk top version, add items, send messages and upload documents.
Please e-mail ruth.power@finman.co.uk to book and receive a Zoom link.