Personal Finance Portal

Personal Finance Portal

Personal Finance Portal

A convenient way to communicate securely, giving you the facility to access all your financial data and keep it up to date.

Attitudes towards managing finances are changing. Increasingly, clients are choosing to interact with their financial advisers and financial providers across multiple channels: face to face, on the telephone or online.

The Personal Finance Portal (PFP) enables us to help our clients look across their short, medium, and long-term finances and give them an invaluable tool on which to view financial information and interact via a secure, online hub. PFP allows you to pre-populate fact find data, get up-to-date portfolio valuations, and communicate quickly and securely. PFP can also provide powerful insights for our clients who want to look at their finances holistically.

Client Login

Your PFP gives you access to all your finances 24 hours a day, 365 days a year and can be accessed on any mobile or web device.

Need an account? Get in contact to register

Secure Messaging

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.

Fund & Portfolio Information

PFP enables you to view your fund information and financial portfolios in an instant. So, whether you are looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or set new goals, PFP has it covered

Need Help?

Get in touch now.

Need advice on using the portal, feel free to contact us. If not, go ahead and login.