As part of our continued investment into technology to help deliver a more secure service and visibility for our clients, we are delighted to be able to offer you access to your own Personal Finance Portal.

The Personal Finance Portal gives you a secure shared resource where you can monitor your personal finances, update your details and goals, view stored documents securely and communicate with us 24/7, from any device giving you total flexibility over your personal finances.

The portal can enable 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 or want to assess how you’re progressing against your goals, your new Personal Finance Portal has it covered.

The portal provides you with the ability to:

  • Access to monitor your investments
  • Keep your personal information up to date
  • Securely communicate with your adviser
  • Digitally sign documents
  • Manage and update your goals and objectives
  • Access to all your documents and reports in one central place
  • View finances online 24/7

Personal Finance Portal

Register today

Start to benefit from the Personal Finance Portal today for 24/7 access to all your finances in one central place. Register today for the Personal Finance Portal. Visit the portal