Our Apps & Technology

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