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You will be given a username and password which will allow you to access our Client Services Secure Area.

You will then be able to amend your personal details and select your Financial Goals as follows:

  • Protection for the family in the event of your death
  • Income protection in the event of illness
  • Providing a cash sum in the event of serious illness
  • Long Term Care planning
  • Providing a good return on your Savings / Investments
  • Funding for future education fees
  • Planning for your retirement
  • Reducing your tax bill
  • Mitigating possible inheritance tax
  • Increasing your income
  • Raising money
  • Capital Investment
  • House purchase or remortgaging

Your home may be repossessed if you do not keep up repayments on your mortgage.

For details of our fees for mortgage business please see our page "How we are Paid".

We will then use this information to send specific news and comment relating to those areas of Financial Planning that you have chosen.

in order for us to provide you with suitable information on financial planning issues, please spend 2-3 minutes in completing the Financial Priorities section.

The Financial Consultancy is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 173037

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

Past performance is no guarantee of future returns. The value of an investment is not guaranteed on encashment and you may not get back the full amount invested.

TFC Properties are not regulated by the Financial Services Authority.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither The Financial Consultancy nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Consultancy, independent financial advisers, IFAs, financial advice, personal financial planning, Glasgow, Scotland, UK