Now you can view all your finances in one place 24/7 on any mobile or web device

What is the Personal Finance Portal

The Personal Finance Portal or PFP is an online portal where you can view your portfolio, send and receive secure messages and upload and store documents in a secure document vault among other features. You see a representation of data that your adviser has captured in their internal system, so any information you update in PFP will feed back to your adviser in real-time. 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.

How to register for the Personal Finance Portal

  • Click here to register for PFP.
  • You will be prompted to enter your email address, that's the one that we hold on file, which in turn will trigger an email containing an activation link to be sent to your email account. Note: The email you register with will become the email you log on with.
  • Upon receipt of the email, click on the activation link.
  • You will now be directed to a page to verify your identity, define a password and view the Terms and Conditions. Once you have done this, click on the 'Register' button to complete the activation of your PFP account.
  • The activation process is now complete and you will have access to your PFP account. You can log in anytime from our homepage at

If you would like any further information regarding the Personal Finance Portal there is a detailed user guide at the bottom of the register/login pages, alternatively please do not hesitate to contact us and we would be happy to speak to you about it.

« Back to Services