Independent Financial Advisers
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
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.