Client Portal

Advances in technology mean that 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 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 to use

Accessible online 24/7 across desktops, laptops and mobile devices, Client Portal gives you access to your long-term savings and investment information.

Accessible document storage

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 far more secure than keeping paper copies in your filing cabinet or in a computer file.

Always up-to-date

Accounts, transactions and balances are refreshed every day so the information displayed in your Client Portal will always be up-to-date and it’s displayed in a visually engaging way that’s really easy to understand.

Because your Client Portal is cloud-based, getting up-to-date valuations is simple so you can always see how your investments are performing.