Personal Finance Portal

We are delighted to offer access to a Personal Finance Portal (PFP) for all of our clients.

The PFP is:

  • Free for you to use
  • Enables us to securely share files and emails with you
  • Provides you with access to most of the data we hold regarding yourself and for you to update with any changes. This is an important part of the advice process and helps to keep you in control.
  • Provides you with a summary of all the policies we service on your behalf
  • Provides a portfolio valuation of your investments that we service on your behalf

There is a very good short video introduction to help give you an idea of how this works here:

If you have already provided us with your email address, you can register and setup your account directly via this link

https://3fs.mypfp.co.uk/account/register

Please note you will require several pieces of information for security reasons to establish your identity for example your date of birth and National Insurance Number.

If you wish to use a different email address, or have any difficulties, please contact us using enquiries@3FS.co.uk.