Client Portal & Documents

Client Portal

To access live information on your savings, click here to access the Enable system.

You will depart from the regulatory site of Lavender Financial Planners Limited. Lavender Financial Planners Limited is not responsible for the accuracy of the information contained within the linked site.

Videos

Documents

You can view our documentation just by clicking on the relevant text

Financial Planning Brochure

Financial Planning Workbook

Terms of Business

Risk Questionnaire

Guide to Investing

Regulatory

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 their website:  financial-ombudsman.org.uk.

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