Personal Finance Portal

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.

Click the buttons below to Login or Register.

(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).

Security

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, everything is completely encrypted, and you can contact your Wealth Manager via the inbuilt secure messaging service – with the peace of mind that any information you share is private.

Secure Document Storage

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.

Accessibility

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.

Access to Open Banking

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.