Client login

Access your Personal Financial Portal (PFP) to manage your investment portfolio online.


Login to your Personal Financial Portal (PFP) from any device, at any time, to view all your investment information in one place. Features include secure messaging, storing documents and keeping your personal details up to date.

Fundment – Platform

Fundment is a wrap platform built by a team of tech experts with the core objective of transforming the investment experience for financial advisers and their clients.

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Raymond James – Platform

Raymond James provides platform services, investment administration, access to investment research tools and other financial technology to enhance our service to you.

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AJ Bell Investcentre – Platform

Our online investment platform is designed to help you manage your money as cost-efficiently as possible — keep tabs on your investments anytime via a PC, laptop, tablet or mobile phone.

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