Use our portal to contact us, share documents and monitor your finances
We believe in continuously investing in technology to make things as easy as possible for our clients.
So we've introduced our Personal Finance Portal (PFP), an online tool which enables you to view and access your finances in one place, 24 hours a day, on any mobile, tablet or computer.
PFP enables you to view your fund information and financial portfolio instantly, so you can see how your investments are performing whenever and wherever you wish.
The security of the data you share with us is of the utmost importance. Once registered, you’ll be given a unique username and password, and everything is completely encrypted providing peace of mind that your information is private.
(This service is currently only available to Private Clients. To register you must use the email address we have on record. If you want to use a different email address, please let us know before you register for PFP and we will update).
Secure Document Storage
Access to Open Banking
|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.||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.||For greater insight and control of your income and expenditure, you can also sign up to this additional service which enables you to securely integrate all your bank, savings and credit card accounts and consolidate your spending into categories. Your individual spending is private from us, but you’ll be able to receive alerts into spending/saving habits and keep track of how you are progressing against goals you have set. Seeing all your account balances and transactions in one place will give you a better understanding of your financial health as a result.|