Existing Clients can monitor all their investments securely online and easily access up to date valuations. If you would like to log into your personal platform, please follow this link or click the "Log In" button above and follow the instructions to enter your username and the requested characters from your password. Once you have finished please remember to press the logout button at the top of the page, and for security it is best to close the window once you have been logged out. You should then still have this site visible once you have logged out of the platform. We have provided a demonstration of how our online client login works. Existing clients can use this facility, whenever they like, to keep track of their financial plans, pensions and investments, all in one place and available to view online via the ‘client login’ link.

Following this link or clicking the "View Demo" button above will open a demonstration video which takes a few seconds to load and will take you through a 5 minute presentation which explains the features of the service and how to navigate your way around.

You will need to have the Adobe Flash Player installed to operate this video, so if you don't already have it please download the player for free here and return to this page once it is installed.