Portfolio management

If you already have your login details Please click here to access the Personal Finance Portal

Viewing your finances conveniently and securely at just the click of a button

Advances in technology means our clients have more ways to interact with us than ever before. The Personal Finance Portal enables our clients to see their complete financial picture within seconds, whenever and wherever it suits them.

The portal gives you 24/7 access to your finances in one place on any mobile or web device. It enables you to view your fund information and financial portfolio at the click of a button. So whether you're looking for an up-to-date valuation of your portfolio, want to assess how you are progressing against your goals or simply wish to get in touch, the Personal Finance Portal has it covered.

If you wish to know more and/or to discuss your portfolio options, please speak to one of our team by calling 0333 014 6267 or for other contact options see our contact us page.

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9am to 5.00pm Monday to Friday excluding bank holidays.
Calls are recorded for training and quality purposes.

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