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Client Logins

Personal Finance Portal

The Personal Finance Portal (PFP) is a revolutionary service that gives you access to view all your personal finances in one place 24/7 on any mobile or web device.

PFP enables you to view your fund information and financial portfolio at the click of a button. So, whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, PFP has it covered.

PFP is an online portal where you can view your portfolio, send and receive secure messages and upload and store documents in a secure vault, among other features.

Other useful links

Below are some of the providers we currently use. If you are already a client and have your plan details you will also be to log in and view your investments.