Our client portal / Personal Finance Portal (PFP) allows you to view your Investment/Pension Portfolio and other Policies we have record of, use our Secure Messaging service, store
important Documents securely and update your personal data that can assist us advising you such as change in investment objectives, risk profile, change of contact details, change of assets or liabilities and much more.
To gain access to our portal please click on the link below and register using your email address that we will have set up for you.
You may wish to to confirm your email with us before you register.
About the Personal Finance Portal (PFP)
The Personal Finance Portal (PFP) – the revolutionary app that gives you access to view all your finances in one place 24/7 on any mobile or web device. PFP enables you to view your fund
information and financial portfolio at the click of a button. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, PFP has it covered.
With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.
A Secure Document Vault
PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet.
Access to PFP Premium
PFP Premium is an additional service that enables you to collate information on your short-term finances like bank account(s), credit cards, loans and mortgages, together with your advised products, giving you powerful insight into your total net worth.
Plus, you’ll also be able to receive alerts and insights into spending and saving habits so you can keep track on how you’re progressing against the goals you’ve set.