Client portal

The Personal Finance Portal

The Personal Finance Portal is a revolutionary new app that enables you to see your complete financial picture in seconds, at a time and place to suit you. Accessible online 24/7 across desktops, laptops and mobile devices, Personal Finance Portal gives you access to your long-term savings and investment information in an easy-to-use online format. What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.

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Other benefits include:

  • A convenient way to view finances at the click of a button
  • Always up-to-date and easy to use
  • Peace of mind that it’s completely secure
  • Accessible document storage wherever and whenever you need to access it
  • Gives you the option to see all of your advised and non-advised finances in one place
  • Opportunity to set up alerts and insights with Personal Finance Portal Premium
Client portal

What people say

When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The testimonials and reviews we’ve collected over the years speak for themselves – take a look above, and you’ll see what we mean.

Read our testimonials
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Simpson Kelly Associates Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 599404. 

Registered in England and Wales. Registration Number: 07776012. Registered Address: Suite 5/6, Alamo House Sessions House Yard, Pontefract, West Yorkshire, WF8 1BN .

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