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.
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.
REQUEST A CALLBACK
GENERAL ENQUIRIES
- 01564 791 120
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.
See what our customers say




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.”