Personal Finance Portal
Giving you access to your finances 24/7.
A convenient way to view finances at the click of a button.
Up-to-date and easy to use.
Peace of mind that it’s completely secure.
Accessible document storage wherever and whenever you need to access it.
Gives you the option to see all of your advised and non-advised finances in one place.
21st
century
services
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 have introduced our Personal Finance Portal, a revolutionary new app that enables you to see your complete financial picture in seconds at a time and place to suit you.
Peace of mind of
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.
Up-to-date
and easy
to use
Up to date and easy to use and balances are refreshed so the information displayed in your Personal Finance Portal will 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.
Financial News
The 15 million workers heading for a retirement disaster
Future pensioners risk being poorer than today’s retirees unless action is taken Retirement may feel like a distant concern for many working people, but a stark new warning suggests millions of Britons could be heading towards a financial cliff edge in later life.
Offshore Bonds: A tax-efficient route to passing on wealth
The wealth transfer strategy more families are exploring As changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) rules take effect, many investors may be seeking alternative ways to protect their wealth and pass more of it on to future generations. With tax allowances becoming less generous and estate-planning
Are you unknowingly paying an effective 60% tax rate?
The hidden tax trap that could be costing higher earners thousands With wages rising and frozen tax thresholds pushing more people into higher tax bands, many UK professionals are finding that earning more does not always mean taking home more. In fact, individuals earning £110,000 a year can face surprisingly