Personal Client Sites

As part of our vision to use technology to put Clients First, our exclusive client sites are available to our clients through our financial advisory services.

Your personal client site gives you an unrivalled insight into your personal finances, your investment goals and how your investments are performing. Our client sites solve both of these issues. You can organise and track your investments conveniently online, and get in touch with me in an instant.

What You Can Do

View your Portfolio Details

View Your Portfolio Details

  • View the policies and plans we hold for you
  • Get a valuation of your portfolio
  • Analyse each plan for performance, asset allocation and attitude to risk

Organise and Track Your Finances

  • Track your investment's performance over time
  • Link up your bank accounts and credit cards for a consolidated view of your finances in one convenient location
  • Analyse and track your spending habits across multiple accounts
  • Plan your retirement spending with True Potential One®

Top-up Your Investments With impulseSave®

  • Add to your existing ISAs, TPI Pension or General Investment Accounts with our first-of-its-kind impulseSave® technology
  • Top-up from £1 via online or via our iOS and Android apps
  • Use our 'Max My ISA' feature to invest your remaining ISA allowance with the touch of a button

Store and View Your Important Documents

  • Store your documents in a protected and encrypted location
  • View your policy documents online at any time
  • Securely share documents with your financial adviser

Manage Your Personal Details

  • View all the personal details we have recorded for you
  • Edit and update your information as needed

Accessing Your Client Site

We believe in empowering you to take control of your investments, so we’ve made accessing your client site as simple and straightforward as possible.

You can access your client site online at any time. Our responsive design means your site works on any size screen you like to use, from your home computer to a Smart TV.

You can also get the benefits of your client site via our native apps for tablets and smartphones:

Ready to Take Control?

If you’d like more control of your investments, ask me about our personal client sites.

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