Software for IFA's by IFA's developed by Hurst Financial Consultancy Ltd

home client summary assets pensions mortgages insurance employment financial goals dependents client advisers liabilities valuations more details log out

 

EXAMPLE CLIENT - Client Adviser

Adviser Name	Good with Sums
Type	Accountant
Address	Number Road
	Tax Haven Lane
Post Code	BNG 265
Telephone Number
Fax Number
eMail Address

Back To Summary | Amend Details

YOU ARE HERE:

CLIENT ADVISER

˜ STRAIGHTFORWARD ADVICE... IN BLACK AND WHITE ˜