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
Understanding pension drawdown
Taking control of your pension income means considering the tax consequences Pension drawdown enables you to take money from a defined contribution pension while keeping the rest invested. Rather than receiving a fixed income, you decide how much to withdraw and when, giving you flexibility to adjust your income as
Should you give your home to your grandchildren?
Gifting your home could help your grandchildren, but may carry tax and financial risks For grandparents with substantial property wealth, gifting their home may seem an attractive way to give younger family members a helping hand. It could provide grandchildren with a valuable asset or help them secure a home
Securing income in retirement
Building financial security for later life Retirement no longer has to mean simply buying an annuity and receiving a fixed income for life. Since pension freedoms were introduced, people have had greater control over how and when they access their pension savings.