HFMC Connect Logo

Please note HFMC Connect is still under development and we are phasing  in  full functionality

Your Connect Dashboard gives you a snapshot of your entire financial life, helping you easily navigate to everything you need.

Everything Summarised

Your digital filing cabinet - on your desktop, as an app on your tablet or smartphone
your finances are beautifully brought together under a single log in.

All of your finances in one place – See the bigger picture

Keep an eye on upcoming renewals, payments, income and maturities.
Add your own key events such as MOTs, road tax or HMRC payments.

Your personal financial assistant

Track the value of your assets and liabilities over time.
For you, your partner, your dependents, your trusts, your companies, all brought together into a single view.

A true picture of your net worth

It’s easy to see how your investments are doing.
Valuations are updated daily and built into a history across your entire portfolio.

Keep track of your investments

Your policy details are stored next to the thing they relate to.
In the event of an emergency you can access the information you need quickly and easily.

Access your insurances when you need them.

Access your bank accounts, credit cards and store cards under one secure login.
Keep track of your income and spending.

See where your money goes.

Keep all your important financial documents safe.
Store all your paperwork including wills, property deeds, insurance contracts, policy documents, valuations and statements.

Keep your important documents safe.

Your personal data is exchanged using only the most secure methods.
Notification alert you when messages or documents are waiting to be read.

Secure and timely communications

Find out more

Please note HFMC Connect is still under development and we are phasing  in  full functionality

Your Connect Dashboard gives you a snapshot of your entire financial life, helping you easily navigate to everything you need.

Everything Summarised

Your digital filing cabinet - on your desktop as an app on your tablet or smartphone your finances are beautifully brought together under a single log in.

All of your finances in one place.
See the bigger picture

Keep an eye on upcoming renewals, payments, income and maturities.
Add your own key events such as MOTs, road tax or HMRC payments.

Your personal financial assistant

Track the value of your assets & liabilities over time. For you, your partner, your dependents, your trusts, your companies, all brought together into a single view.

A true picture of your net worth

It’s easy to see how your investments are doing. Valuations are updated daily and built into a history across your entire portfolio.

Keep track of your investments

Your policy details are stored next to the thing they relate to. In the event of an emergency you can access the information you need quickly and easily.

Access your insurances when you need them.

Access your bank accounts, credit cards and store cards under one secure login.
Keep track of your income and spending.

See where your money goes.

Keep all your important financial documents safe. Store all your paperwork including wills, property deeds, insurance contracts, policy documents, valuations and statements.

Keep your important documents safe.

Your personal data is exchanged using only the most secure methods. Notification alert you when messages or documents are waiting to be read.

Secure & timely communications

Find out more