We Recognise what you want
We know that you want to continue working with the Financial Adviser that you know and trust. We fully respect and encourage your choice.
Here when you need Us
As your Financial Adviser will have explained, we work alongside them, ensuring that your finances are being managed efficiently and effectively. Whilst the service we provide is predominately administration, we are here to provide whole of market advice when required.
Online and over the Phone
We like to be as efficient and accessible as possible. So we have our online service as well as being available over the phone.
Your Policy Services Account
If you already have an online account set up with us, you can login here . Please get in touch with your Financial Adviser or call us at any time if you would like to chat.
If you are new to Policy Services, our Personal Finance Portal gives you 24/7 access to your policy information.