For access to the PFP Wealth Management Service please click on the link below.

For further information and to obtain a log in id please contact us

https://pfp.wrapadviser.co.uk/

Your Wealth Management Service

Given the pace of change in today’s financial marketplace, there are more investment opportunities than ever before. With so many choices it is vital that you have the right adviser in place to look after you and your financial future.

Over the last 2 years we have been responding to our clients changing financial needs and have been developing an exciting proposition for all our pension and investment clients. We are now proud to introduce our new Wealth Management Service, a single view of your investment and pension portfolio which offers an innovative approach to financial planning and advice. In essence, the Wealth Management Service is an online service that allows us to manage your entire portfolio of investments from one web page, regardless of where those investments are held. You may have a pension, ISA, investment bond and a number of direct investments in different mutual funds or stocks and shares. With the Wealth Management Service, all of these can be viewed in one place and managed simply and effectively to meet your financial goals and objectives.