Our online service

With our easy-to-access login portals valuations can be viewed, transaction and dividend histories can be obtained and reports can be printed with just a few clicks of the mouse.
Whether you’re an adviser or a customer it takes only two minutes to set you up. All we need is:

  • your username
  • a password – a minimum of six characters including one number
  • a memorable word – a minimum of six characters
  • a valid email address.
Clients will be able to access details of their own accounts. Advisers can access details of all their clients.
So register and access our login portals now. Please call us on, Tel: 01666 333400.
Please also call us directly if you have any difficulties logging in.