Your Financial Portal
The 'Personal Financial Portal' provides information on your investments and a video conferencing facility where you can have regular visual reviews with your adviser.
Portfolio Valuations ● Secure Messaging ● Client Video Conferencing Hub
The Personal Finance Portal allows you to view the status and value of all your investments recorded under our agency and it provides the facility for you to hold scheduled visual reviews with your adviser if you so wish. The system is powered by the market-leading company in financial services software, 'Intelliflo' and is available on mobile or web devices, any time, any day.
In addition to portfolio valuations and video conferencing facility, the system also provides a secure vault where you can store your investment related documents, a budgeting facility where you can monitor and manage your income/expenditure and a secure messaging where you and your adviser can communicate safely.
To access the portal, just click the 'Personal Financial Portal' link opposite and you will be forwarded to the Registration/Login page where you can register to use it if you are a new client/user, or you can login to the portal with your current login details if you are already a client/user.
Note: The Personal Financial Portal is a non-transactional/view only system which holds your information securely using sophisticated encryption which has been thoroughly tested by leading providers.
Our Other Services
Risk Warning: The value of your investments and any income you take from them can go down as well as up, and you may get back less than you invested. You should also note that past performance is not a reliable guide for future performance.
Get in Touch - 0191 461 9400
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