PFP – Sign up for free our Personal Finance Portal

Engage with your adviser like never before.

Our Personal Finance Portal (PFP) is an invaluable tool. It allows you to view and manage all of your finances via a secure, online ‘hub’. PFP allows you to view and amend your fact-find, get up-to-date portfolio valuations and communicate urgent or important information securely with your adviser. All at the touch of a button!

...and it's completely free to use!

  • assets

    Monitor & filter portfolio performance

  • pfp-overview

    Clear and simple dashboard

Supported by Yodlee

A secure, all in one solution to manage your finances.

We do not directly store any online banking credentials (e.g. username and password). All credentials are passed to Yodlee, the world-leading specialist in the area to millions of customers around the world. Yodlee has more than 15 years' experience in linking financial institutions safely. It successfully processes 9 million UK account refreshes every single month. Your banking details are only ever stored at Yodlee and never on our systems. Yodlee also works with 11 of the top 20 US banks providing data services so they can adhere to the highest bank levels of security.
Below are just some of the companies and accounts supported by Yodlee through the Personal Finance Portal. Our portal is compatible with a variety of providers of credit cards, current accounts, personal loans and it can even track your mortgage payments.

We will happily provide you with a free no obligation comparison of any existing policies you have!