The platform will be unavailable from 6pm on Friday 22 March to 7am on Monday 25 March, while we carry out routine maintenance. We apologise for any inconvenience this may cause.

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Tax Year End: All the key dates for you to be aware of and some handy hints are now available to view on our website. Please be aware that these dates are different to previous years due to new platform processes.

 

Important – We will be unable to allocate monies to the 18/19 tax year for any new applications or ISA Decs received after 5.30pm Tuesday 2nd April.

Welcome
 

Welcome to our portfolio services. Please type in your security login details to access your account. If you have any problems please contact your Financial Adviser straight away.

The rollout of our new platform is ongoing.


For help using the new platform:


If you need to access the old platform:

  • Log in to the old platform.

For the security of customers, any unauthorised attempt to access customer information will be
monitored and may be subject to legal action.