Digital Services

Personal Finance Portal

The Personal Finance Portal (PFP) is a revolutionary app that gives you access to view all your finances in one place 24/7 on any mobile or web device. PFP enables you to view your fund information and financial portfolio at the click of a button. 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.

View your investment and pension portfolio

Communicate with us via secure messaging

Store important documents securely

Update your personal information

See your total net wealth in one place

Track progress against your financial goals

Access to Open Banking

Data Security

We understand that you may feel a bit cautious about storing your financial data online. We work closely with a number of global partners with outstanding reputations and expertise in security to ensure that your data is safe.

Highest Level of Security

All your data is held in an extremely secure environment used by thousands of financial advice businesses and other financial institutions in the UK. Just like banks, users with modern web browsers will use the strongest 256-bit encryption to protect data in transit at all times. This is provided by DigiCert, a market leading provider of SSL certificates.

Regular 3rd Party Auditing

We also perform regular and comprehensive external auditing of our security by third-party experts such as NCC (the global information assurance specialist with offices in 24 locations across the world who supply cyber security services to the UK Government). This is to make sure that our systems can't be compromised.

Banking Credentials Secure

When you link an account your banking credentials are only shared directly with your online provider. Personal Finance Portal uses an authentication token supplied by your provider which lasts for 90 days before needing you to renew it.

Whilst your portal allows you to see all your money in one place it does not allow you to move your money in, out, or between any accounts. You can't transfer your money and neither can anyone else!

Two-factor Authentication (2FA)

Two-factor authentication (2FA) is a security feature that requires you to essentially log in across two stages. It is a security feature that requires you to authenticate your login with two different methods and further enhances the security of your access to PFP.

Before following the set-up instructions, you will need to download an authenticator app, Google Authenticate for example to your smartphone or tablet. You can find more information about how to set up two-factor authentication on PFP in our 'User Guide'

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Open Banking

Open Banking is a service that allows you to make your online banking data available to applications you use, such as Personal Finance Portal. Once you have linked your accounts to PFP the account balances will automatically be updated each day and account transactions will be categorized so that you can review your spending habits.

Open Banking is totally secure and regulated by the FCA. Because you authenticate directly with your online provider, you never have to share your online credentials with any other third parties. Your account transaction data is only visible to you – your adviser can see your account balances but not your transaction data.