LoginFast, secure and easy to use, our online client portal allows our Wealth Manager clients to review your investment and pensions at any time of day and night. You will be able to communicate securely with your adviser, request information or a meeting and store your documents in a central protected account. In addition to this you will be able to access the portal and update your personal details such as a change of address or name.

Click here to enter the Wealth Manager portal – Client Portal

Click here to access your Standard Life Portfolio – Standard Life

Click here to access your Ascentric Portfolio – Ascentric

Click here to access your Novia Portfolio – Novia

Click here to access your Brooks MacDonald Portfolio DIRECT  – Brooks Macdonald

Click here to access your Quilter Cheviot Portfolio DIRECT – Quilter Cheviot

With online client access, you can

  • Benefit 1 – An online valuation of your pension or investment portfolio, 24 hours a day
  • Benefit 2 – Secure messaging service to your adviser
  • Benefit 3 – Update your personal details or circumstances online
  • Benefit 4 – Secure document storage