Introducing the Personal Finance Portal (PFP)

Personal Finance Portal (PFP)

Click to login to your PFP

Abacus Wealth Planning Ltd - What is a secure Portal? from CashCalc

Secure Messaging

With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance.

PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.

Secure Document Vault

PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet. click below to login to your PFP

Financial Portfolio Valuations

In the coming months PFP will also allow you access to view all of your finances in one place, 24/7 on any mobile or web device.

Because of the current Coronavirus situation, we are changing how we conduct our business Learn more →