Client Login

If you are already registered for our Personal Finance Portal, please log in here:

Our Personal Finance Portal (PFP) is a revolutionary new app that enables you to view all your finances, including your up-to-date portfolio valuations, in one place 24/7 – anywhere, on any mobile or web device.

PFP enables you to build a more comprehensive picture of your entire financial position by aggregating your short, medium and long-term finances, whilst at the same time enabling us to manage and service your financial needs more effectively.

Secure messaging that offers you piece of mind

With email and post increasingly open to being intercepted, we treat the security of the information you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with us and have the peace of mind of knowing that any information you share is encrypted and completely private.

Document vault – a place to save and access your documents safely and securely

PFP provides you with a secure document vault, so you can house all your financial documents online and know that they are fully backed up – much safer and more convenient than the bottom of the filing cabinet.

Additional access to PFP Premium service

PFP Premium is an additional service that enables you to collate information on your finances like bank account(s), credit cards, loans and mortgages, together with your advised products, giving you powerful insight into your entire financial position. 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 your goals.

Why not sign up for your account today? Click here to register

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