Key Financial Portal

The Key Financial Portal app is a service provided by Key Financial Planning and powered by moneyinfo. It enables you to access and view a consolidated overview of your financial position in one place.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, and property can be tracked together with all of the associated paperwork.

All your key financial information, together

Here’s a few of the things The KFP app can help you with –

• From a single investment to an extensive investment portfolio; The KFP app makes it simple to understand how your investments are doing with daily valuations.

• Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most.

• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?

The KFP app makes understanding and keeping track of your money both easy and safe.

The KFP app is available to clients of Key Financial Planning.