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’re introducing our new Personal Finance Portal, a revolutionary new app that enables you to see your financial picture in seconds at a time and place to suit you.
Peace of mind 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.
Always up-to-date and easy to use
Accounts, transactions and balances are refreshed every day so the information displayed in your Personal Finance Portal will always 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.