See your finances

– any time, any place

We are pleased to introduce our new Client Portal, an online tool that enables you to see your finances in seconds at a time and place to suit you.

  • Peace of mind

    Once registered you will be given a unique username and password. Everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.
  • Convenient and easy

    Accessible online 24/7 across desktops, laptops and mobile devices. The Client Portal gives you access to your long-term savings and investment information, at the touch of a button – where and when you need it.
  • Online document vault

    Your Client 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 more secure than keeping paper copies or on your computer.
  • Always up-to-date

    Accounts, transactions and balances are regularly refreshed and displayed in a visually engaging way that’s really easy to understand.