In an ever changing world, we use advanced computer software to research, compare and select the most suitable products available in the marketplace today.

We provide innovative tools for our clients allowing you access to your financial information whenever you wish.  

We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels; face to face, on the telephone and online.  That’s why we’re introducing our new Personal Finance Portal, a revolutionary new app that enables you to see your complete financial picture in seconds at a time and place to suit you.

A convenient way to view finances at the click of a button

Accessible online 24/7 across desktops, laptops and mobile devices, the Personal Finance Portal gives you access to your long- term savings and investment information in an easy to use, online format. And with the addition of Premium benefits, you can combine this with your short-term finances, such as bank accounts, credit cards, loans and mortgages, to see a complete picture of where you stand financially.

For more information on the benefits of the Personal Finance Portal, please contact us or alternatively click on the link to the PFP brochure below:

Download PFP Brochure