We will shortly be launching our client portal which will allow you to access all your financial information, any time, any where.


Your Personal On-line Dashboard – allowing you to view your investments, up-to-date valuations and fund factsheets in detail across a range of devices including mobiles and tablets. For example, this means our clients can view their financial position in between portfolio review dates or print off information for tax returns.

Secure Document Storage Vault – All of your documents, from the initial fact find, through to policy documents and supporting material are stored securely in your storage vault. All stored documents can be accessed 24/7 and are constantly backed up and instantly retrievable.

Two Way Secure Messaging – a modern, on-line, password protected and encrypted messaging system so that we can react quickly to  changing requirements or alert you to market movements.

Buy Protection Cover – Clients who want to self-serve their protection requirements can get quotes from 10 of the leading protection companies and buy cover on-line if they need to.

Pentins Client Portal