Welcome to PP Wealth’s Digital Client App

Your personal portal to relevant news and financial updates.

Use this app to:

  • book an appointment for a financial planning review.
  • stay up to date with the latest news developments.
  • access your Personal Finance Portal for secure online valuations.
  • send a secure message to us.
  • complete our client survey and let us know how we're doing
  • access our client investment platforms
  • complete our Dynamic Planner Risk Profiler questionnaire
  • purchase an ISA and General Investment Account