Umbrella

What our clients say

"Found it to be really useful and informative."

IFE Website and "Ask an expert"

IFE Website and "Ask an expert"



We are developing an IFE website to complement the Group Workshops and other elements.

The website will be a portal for everything related to an individual’s finances. The content will be consistent with the material used in our workshops, financial planning booklets and modellers. The website will include features such as:

  • top financial tips
  • ideas for improving your finances
  • jargon free summary of key financial products
  • in depth analysis of key topics
  • ask an expert section
  • links to other useful websites

The website provides a secure employee only area that gives access to the company's offerings as well as a place for the individual to record their financial details. This enables them to build a full financial record and start planning for a successful retirement.