Client Portal

A secure and easy way for you to share documents, communicate with us and keep up-to-date with progress

About the Client Portal

The Right Advice has a portal service for our clients, which is a free secure encrypted environment, to safely share sensitive documents and personal information.

We will use the portal to correspond with you for all relevant sensitive information. You will receive email and/or text notifications, as and when there are actions or information for you.

Login to the Client Portal here

More information

  • Securely Send Documents

    Our Portal allows you to securely upload, send and receive documents. Simply scan or take a photo of a document that we have requested using your smartphone and upload it to the Portal. Similarly, we will send documents to you through the Portal. All documents are securely sent or received through the Portal making it safer than emailing, faxing or sending documents in the post.

  • Communicate with Secure Messaging

    There is no need to worry about sending sensitive information such as your personal details to us. Messages sent through our Portal are encrypted and therefore secure – plus all your information is kept conveniently and safely in one place. We are both able to message each other using the Portal similar to using email, and you will be notified via email whenever you receive a new message.

  • Keep Up-to-Date with Progress

    Whether we are helping you with a mortgage, insurance or any other product, you can follow the progress in the Portal. You can see a full summary of the relevant product information, key dates and current status. So all our communications, updates and documents remain in one place and are available to both of us 24/7 – a real time saver.

  • Update your Records

    You can now update your client record (Factfind) at any time to make sure we hold your most up-to-date information. We may ask you to do so before we conduct any product research, to ensure we find you the best up-to-the-minute solution available.

For more information about The Key – Client Portal read our guide below.

See our Client Portal guide

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OFFICE HOURS

  • Monday: 9:00 - 5:00
  • Tuesday: 9:00 - 5:00
  • Wednesday: 9:00 - 5:00
  • Thursday: 9:00 - 5:00
  • Friday: 9:00 - 5:00

Can't make those times? Please contact us direct to make an out of hours appointment.

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We’d love to hear from you – leave us your details & our team will be in touch at a time that suits.

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See what our customers say

Trustpilot
“I was a first time buyer and had absolutely no clue what I was doing. Sam Clarke was so lovely he talked me through every step and broke it down to me to make the process feel less daunting. He always answered his phone and got back to my emails quickly with the many questions I had. He was on the ball all time! I couldn’t fault him! And to top it off he was a lovely person.”
Rebecca
“Sam has been brilliant, from my search for a property to getting my mortgage offer. He has done everything to help and guide me as he knew that I didn’t have a clue. He offered all the best advice and solutions and nothing was too much trouble, even when he was out of the country. He is always on the end of the phone or email and I couldn’t have sorted my first mortgage by myself without him. I highly recommend Sam for his professional yet personal approach and his dedication to his clients.”
Louise
“Sam is a true mortgage professional. He is attentive and even phoned me from his Mediterrenean holiday to make sure things were sorted. He found me a great mortgage solution and took me through the whole process without any glitches and was always there to answer my questions. Sam is highly recommended.”
John
“We have Sam Clark as our Mortgage Broker.
Very helpful and you will get a quick reply on your queries. The best to describe his service would be, “When you feel like you are hopeless to get a mortgage and you want to give up. Sam is the man for this job because he won’t give up until you get your dream house.”
There is a broker fee for his service but really worth it because he works really hard to help you find a better deal that suits your needs and finances.
Thank you Sam for all your hardwork! God bless you more.”
Mr & Mrs EQ