Client Portal

To assist you with your application we may invite you to have access to our Client Portal (Broker Software)
You may therefore receive:

A.    Emailed Instructions and Link
For best experience please use Chrome or Firefox rather Microsoft Explorer/Edge

B.    Text Message with Passcode
Please use the Passcode to access the software


ONCE YOU GAIN ACCESS TO OUR CLIENT PROFILE
Please give yourself 10-15 minutes to complete an initial survey or fact find.  This will include:

•    Personal Details 
•    Employment & Income
•    Assets & Liabilities
•    Living Expenses (your estimates)
•    Your Objectives
•    + the option to download documents and supply bank statements

Using our Broker Software is not compulsory – just a tool that some clients find easy and efficient to use.
Your personal information is very important to us. It is protected using the latest 256bit TLS encryption. Please do not share access to the Client Portal with others. 

If you don’t receive access or have problems - please let the broker know.