Client Access

To access your personalised client area using the login details we have supplied to you, please click here.

Within the client access area you will be able to do the following:-

  • - Access your personalised area on a range of devices - PC, Laptop, i-pad, i-phone, Blackberry, Android or Windows Phone
  • - View your portfolio - information on policies held and the last valuations noted
  • - Obtain real time valuations on your policies at the click of a button (subject to provider availability) - available for over 30 providers with more to follow
  • - Update your personal details at any time - you can make sure we always have your current details
  • - Send secure encrypted messages to your adviser - more advanced security than e-mail
  • - Unlimited online storage - you can also choose whether to let your adviser see any individual documents

If you would like a demostration of the client access area or would like more infomration or simply obtain your login details, please contact us.