Personal Finance Portal

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 that enables you to see your complete financial picture in seconds at a time and place to suit you. What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely. 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. 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. Because your Personal Finance Portal is cloud-based, getting up-to-date valuations becomes a breeze.