We are pleased to announce an update to our personal finance portal. Please call us on
Here’s an update on Personal Finance Portal. From the 4th July our client portal will have a new look and feel about it.
The software provider we work in conjuction with have revised the format to make it easier to use for our financial planning clients.
The Personal Finance Portal is a quick and secure way to obtain up to date valuations on your pensions and investments. It also offers you a way to communicate safely with us as the service is encrypted. The same cannot be said about email, which is not secure.
The aim is to make the navigation easier to use and to provide more information to you on your finances.
The video below shows some of the improvements that will be made. We hope you find it useful and informative.
To access our portal please click this link
If you would like to find out more about the Personal Finance Portal please feel free to contact us on