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.

Business Family &
Personal Protection

Estate
Planning

Residential &
Commercial Mortgages

Retirement
Planning

Savings
& Investments

Strategic
Partners

BLG Wealth

serious about relationships ALERT, INFORM, EDUCATE

Esmart
Money

September October 2022 Issue

FAMILY
PROTECTION

September October 2022 Issue

MAXIMISING PENSION SAVINGS

September October 2022 Issue

WEALTH
CREATION

September October 2022 Issue

Financial News

Self-employed extremely vulnerable to loss of income

81% aren’t seeking financial advice Self-employed people are at risk of financial hardship if they don’t have sufficient provision in place. Without a regular income, it can be difficult to cover expenses and also save for the future. In many cases, the self-employed are unable to claim for many of

Read More »

Inheritance Tax receipts reach £6.1bn

What if I could make my wealth more tax-efficient? We all want to leave a legacy and make sure the ones we care about most are well taken care of when we’re gone. That’s why making plans for Inheritance Tax is so important, to have confidence that your children, grandchildren

Read More »

Great wealth transfer

Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation If you want to pass wealth on to your children and grandchildren, it’s wise to contemplate when it might be best to make that gift. Should you transfer wealth during your lifetime—or after?

Read More »