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My Finance Centre – What it is and how to get started

Welcome to My Finance Centre.

My Finance Centre is an easy to use, platform that will help you to manage your financial portfolio and protection plans all in one place.

It is available to all Custodia Estate Planning clients and can be used to create and manage your portfolio, contact your advisor directly and upload, store and receive, sensitive financial documents in a highly-secure environment.

The simple and pleasing user interface makes it easy to see an overview of all of your financial endeavours as well as dig deeper into the specifics.

Our team are here and ready to help you get started but before we do we suggest watching our introductory video that will explain things in a little more detail:

If you would like to know more please don’t hesitate to get in contact with us

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