Useful Resources

Many of our clients want to view their financial affairs online, and this can help optimise the time they spend with their Adviser. If you’re one of our clients, you could have access to your financial information online, 24/7. Our Client Portal allows you to:

• View a summary of your wealth and other financial products
• Analyse individual assets and their performance over time
• Review and update your attitude to risk and loss
• See all your protection cover in one place
• Review key documents your adviser has shared with you
• Upload documents you wish to keep safe
• Update personal information
• Prepare for important review meetings with your Adviser
• Use our secure messaging service

Please click on this link to view a demonstration and see it in action for yourself.