Portal Reminder
In case you are not already registered, we offer all our clients online access via our Personal Finance Portal (PFP) – a revolutionary portal that gives you the ability to view all your communications, documents, and most importantly your investments in one place 24/7 on any mobile or web device.
The PFP also enables you to view and update your personal information and print up-to-date valuations.
An introduction to the PFP can be viewed by clicking the link above.
21st century services
We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels, face-to-face, on the telephone and online.
Peace of mind with bank-level security
What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.
A convenient way to communicate securely
Accessible online 24/7 across desktops, laptops, and mobile devices, Personal Finance Portal gives you complete on-the-go access to all your information, data, and investments.
Accessible document storage that’s second to none
Your Personal Finance Portal allows you to house all your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up. It’s far more secure than keeping paper copies in your filing cabinet or in a computer file which can be hacked.
Access to your information
You will have direct access to your personal data which means you can keep us up to date as and when things change. You will also have access to your portfolio and plan valuations.
Register for your PFP account today by visiting https://briwealthmanagementplc.mypfp.co.uk/
Please use the same email address that you have provided to your advisor. If your email address needs updating, please contact your advisor to inform them of the change.