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Personal Finance Portal

Taking greater control of your finances

Personal Finance Portal (PFP) is an online portal that clients can use to securely communicate with us, share documents and manage their finances.

Accessible across multiple devices, including a mobile app, it ensures clients remain connected and in control of their finances from anywhere.

Through integration with “Open Banking”, PFP provides real-time insights into spending habits and offers information on non-advised financial products. This allows our clients to gain a holistic view of their financial health, all conveniently housed in one centralised location.

If you are a client and would like to register for a PFP account, or simply login, then click below and follow the instructions on screen.

Awards & accreditations

Starting your journey

If you’re ready to begin or just want to learn more about the tailored financial advice we provide, speak to our friendly team today.
Contact us

The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate tax and trust advice.

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