Below is the link to our Intelliflo client portal which allows our clients who have been provided a login to view their current plan information, make changes to any personal details as well as access to other useful information and tools.
Below is the login to the Morningstar portal where our clients can view their live investment portfolios and receive insight into each fund as well receive specific documentation from us securely.
Below is a login to the ‘Unbiased’ website who are an independant free consumer resource site for the public. In the post code search, just enter our head office postcode: CM14 5HT and you will see additional information about our company.
Below is the Financial Conduct Authority (FCA) website which has an array of useful consumer information. You can also use the FCA search function to check that an IFA (Independent Financial Advice) firm are regulated, as stipulated in our client agreements. Our FCA company number is 513993.
By clicking on the links above, you will leave the website of Basi & Basi Financial Planning and enter into a third party website. Basi & Basi Financial Planning are not responsible for the content of this third party website.