Personal Finance Portal
Our Personal Finance Portal gives you secure access to view your finances in one place, with up-to-date valuations and details of your underlying investments.
You can also update your personal details, share documents and send us messages securely.
We will contact clients individually to register, or you can contact us to find out more. Login if you’re ready to start.
Update your Risk Profile
Risk Questionnaire
Our online Risk Questionnaire asks 15 comprehensive questions which help to build a picture of your attitude to risk and tolerance to investment volatility. Your outlook can of course change over time which is why it’s important to revisit your answers regularly.
Log in to your Personal Finance Portal and select Risk Profile under the Finances section of your Profile.
Risk vs Reward
The level of risk you are prepared to take is a vital part of choosing an investment. An acceptable level of risk to you may be unacceptable to others – there is no right or wrong choice.
Get the App
When logging in to the Personal Finance Portal (PFP) on your smart phone you will be given the option ‘Get the App’. Follow the steps to add a shortcut to the App on your home screen giving you quick access to your finances and investments.