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
Missing Wills and pensions
Lack of organisation can cause delays and financial stress for families Research has revealed a concerning trend among UK families: a significant number are unaware of where critical documents, such as Wills and pension policies, are stored. This lack of organisation could cause unnecessary delays, stress, and even financial penalties
What is the right mix of investments for you?
Asset allocation and how it can help you balance risk and return One of the core principles of investing is to spread your savings across different types of investments, known as asset classes. If you have ever heard the saying, “Don’t put all your eggs in one basket,” you have
Investing demystified
Timeless timeless truths for financial success Investing is often seen as a complex and intimidating endeavour, riddled with jargon, market volatility, and constant pressure to make the “right” decisions. For many, the fear of losing money or making mistakes can overshadow the potential rewards of building wealth over time.