Client login

Our Personal Finance Portal (PFP) is a revolutionary new app that enables you to view all your finances, including your up-to-date portfolio valuations, in one place 24/7 – anywhere, on any mobile or web device.

PFP enables you to build a more comprehensive picture of your entire financial position by aggregating your short, medium and long-term finances, whilst at the same time enabling us to manage and service your financial needs more effectively.

Secure messaging that offers you piece of mind

With email and post increasingly open to being intercepted, we treat the security of the information you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with us and have the peace of mind of knowing that any information you share is encrypted and completely private.

Document vault – a place to save and access your documents safely and securely

PFP provides you with a secure document vault, so you can house all your financial documents online and know that they are fully backed up – much safer and more convenient than the bottom of the filing cabinet.

Additional access to PFP Premium service

PFP Premium is an additional service that enables you to collate information on your finances like bank account(s), credit cards, loans and mortgages, together with your advised products, giving you powerful insight into your entire financial position. Plus, you’ll also be able to receive alerts and insights into spending and saving habits so you can keep track on how you’re progressing against your goals.


Click here to read our privacy policy.


Click here to read our privacy policy.

Annetts & Orchard is a trading name of Annetts & Orchard Insurance Brokers, authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Insurance Brokers on the FCA register (FCA number 136445) by clicking here. Registered in England & Wales. Registered Office: 31 Castle Street, Salisbury, Wiltshire, SP1 1TT.

Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

Click here to read our privacy policy.