Personal Finance Portal
Giving you access to your finances 24/7.
A convenient way to view finances at the click of a button.
Up-to-date and easy to use.
Peace of mind that it’s completely secure.
Accessible document storage wherever and whenever you need to access it.
Gives you the option to see all of your advised and non-advised finances in one place.
21st
century
services
We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels; face to face, on the telephone and online. That’s why we have introduced our Personal Finance Portal, a revolutionary new app that enables you to see your complete financial picture in seconds at a time and place to suit you.
Peace of mind of
bank-level
security
What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.
A convenient way
to view
finances at
the click of a button
Accessible online 24/7 across desktops, laptops and mobile devices, Personal Finance Portal gives you access to your long- term savings and investment information in an easy to use, online format.
Accessible document
storage
that’s
second to none
Your Personal Finance Portal allows you to house all your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up. It’s far more secure than keeping paper copies in your filing cabinet or in a computer file which can be hacked.
Up-to-date
and easy
to use
Up to date and easy to use and balances are refreshed so the information displayed in your Personal Finance Portal will be up-to-date* and it’s displayed in a visually engaging way that’s really easy to understand. Because your Personal Finance Portal is cloud-based, getting up-to-date valuations becomes a breeze so you can always see how your investments are performing.
Financial News
Are you holding too much in cash?
Falling inflation and rate cuts could change how savers think about their money Cash is often regarded as a safe haven in personal finance. It’s accessible and protected from stock market fluctuations, and rising interest rates have made savings accounts more attractive. However, while a cash buffer offers security, holding
Pensions to fall under Inheritance Tax rules from April 2027
How upcoming changes could affect estate valuations and beneficiary payouts In the previous 2024 Autumn Budget, the Chancellor announced that the Inheritance Tax (IHT) thresholds, which are the amount you can pass on when you die before IHT is due, will remain unchanged until 2030. However, from 6 April 2027,
VAT on private school fees: the increasing cost of education
How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across the UK were required to apply 20% VAT to tuition and boarding fees. The change represents a significant shift in education funding and has placed substantial financial pressure on families with children