We know life is busy, and finding time to focus on your finances doesn’t always happen during “office hours” which is why we have the Personal Finance Portal (PFP) making managing your finances easier, more secure, and at your fingertips

The PFP isn’t just another tool—it’s your space to take control of your financial world and work with us seamlessly.

The PFP can be accessed via the "portal login" at the top of right hand corner of the page.

• Set and Track Your Goals
  Whether it’s saving for retirement, a dream holiday, or supporting your family, you can set financial goals and track your progress—all in one place.
   
• Work Closely with Us
  Share updates, documents, and messages securely. No more searching through emails or waiting on post—we’re just a click away in your PFP.
   
• Bank-Level Security
  Your data is secure, with the latest technology protecting your information. Safely send us anything you need without worrying about emails going astray.
   
• Cashflow Modelling at Your Fingertips
  Get a visual snapshot of how your finances might evolve over time. From everyday budgeting to future planning, it’s all right there for you.
   
• Quick and Easy Access
  We’ve uploaded a User Guide and Quick Access Tips to your document library to help you get started but you can also access it HERE.