Welcome to our portfolio services. Please type in your security login details to access your account. If you have any problems please contact Carpenter Rees on 03330 100 777 or email us at hello@carpenter-rees.co.uk .


The first phase of the rollout of your new platform has started. During this phase, advisers may still need to access both platforms.

  • Log in to the old platform.
  • Access support for using both systems.

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