Introducing the Client Portal

Credit: Mick Haupt on Unsplash

Credit: Mick Haupt on Unsplash

 
 

The client portal gives all clients their own secure space through which they can:

  • Receive and upload documents securely

  • See valuations

  • Send and receive secure messages

Existing clients can log in from the button above.

If you don’t have an account on the portal, contact Jo or Celia to set one up.

 
 

Celia Mason Wealth Management Ltd, registered office 1 Hemley Hall Cottages, Hemley, Woodbridge IP12 4QF.  Registered in England and Wales, Number 9707061.  

Celia Mason Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.  Celia Mason Wealth Management Ltd is entered on the Financial Services Register under reference 717310.

The information contained in this website is subject to the UK Regulatory regime and is therefore restricted to customers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Copyright © Celia Mason Wealth Management Ltd