Personal finance portal
The Personal Finance Portal (PFP) allows you to view your portfolio and access up-to-date valuations in one place, 24/7, from any mobile or web-enabled device.
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Going forward, we will no longer send important documents by post or email. Instead, these will be securely uploaded to your client portal. You will receive an email notification from us whenever new documents are available for you to view.
To use this service, please activate your new account by following the steps below:
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To activate your portal account:
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Enter your email address
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You’ll receive an email from us with a secure activation link
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Click the link and verify your details
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Already registered? No action is needed, simply log in to continue using the portal as normal.
Please note only existing clients can register.