Our Private Portfolio Service suits investors who want access to advice from a financial adviser - coupled with the expertise of an in-house investment team.
Online access
Introducing the new client portal for PPS clients - expect direct access details soon. Your old portal login details will not work for accessing the new portal. The old portal is now inactive.
Investment options
Our Private Portfolio Service suits investors who want access to advice from a financial adviser - coupled with the expertise of an in-house investment team.
We offer clients an adviser to answer any questions you have about your investment journey. You can expect your adviser to:
understand what's important to you
provide advice and recommend an investment portfolio aligned to your goals
simplify complex financial decisions
establish a long-term partnership with you.
Contact us
If you have any questions or would like more information on our Private Portfolio Service, please email us at [email protected] and a member of our team will be in touch.
