Secure Online Portal

Keeping your personal & financial data secure has never been more important. However, as cyber criminals become increasingly sophisticated, it has also never been more challenging.

That is why we encourage all of our clients to register for our secure online portal.

Our portal allows us to securely upload documents for our clients to view safely once they have logged in using their username and password.

Whenever we upload a document to our clients’ portal accounts – whether it be a portfolio valuation report, a recommendation report or our bi-annual newsletter – our clients will receive an email notification letting them know there is a new document waiting for them.

Furthermore, our clients can also reply to our messages and share information directly with us, allowing for a secure two-way exchange.

We consider our portal to be a much safer method of information sharing than email or even the post, with reduced risk of your data being compromised.

Additionally, using the Portal helps us in continuing to provide our clients with a high-quality service in a timely manner, while also reducing our reliance on printing and postage; cutting our paper usage and doing our bit for the environment.

If you would like to register for our secure portal, please get in touch.

If you are already registered for our portal then simply log-in to access your account.