Introducing your online Personal Finance Portal

26 June 2018

We have a new convenient way to allow you instant access to your investments by using our online Personal Finance Portal (PFP). Held securely online, you will be able to access valuations of your investments using our dedicated Personal Finance Portal viewed via an app or the internet.

Following an initial release to several clients and their positive feedback, we are now promoting our PFP to all our clients. This simple system provides you with instant access to the most up to date information about your investments. Another major benefit is the messaging service which encrypts any sensitive information sent between us, plus it can house all your financial documents online. 

If you have already registered to use the PFP, we encourage you to now use this as your first method of communication to us.  Whilst for those who have not yet registered, we would encourage you register using this link here.

There is even a PFP app available on the App Store or Google Play Store, so you can access this information from your mobile phone or iPad.  Search for Personal Finance Portal to access the app.

Registration is simple. Once complete, there is a host of functions available to ensure that you stay on track with your savings, including setting your personal profile. Keeping this up to date will help us to gain a deeper understanding about your personal and financial situation thereby helping to shape the financial advice we can give to you.

Over the forthcoming weeks, we will be looking to increase the visibility of your investments through the portal.  In the meantime, here is a short video outlining the benefits that the Personal Finance Portal can bring.