Introduction to Your Personal Finance Portal…..

If you already have a login, please login here

As you will no doubt be aware, via almost all news media sources, data theft is increasing and the use of stolen data is becoming a much larger issue for all of us. At the same time we are all becoming used to being able to access our own information, whenever we want it and wherever we want it. For Common Sense these issues have been on our minds for some time now and we are delighted to inform you that we are now able to bring you increased security and access to your financial information at the touch of a button, as we are launching a brand new online client experience.

The PFP enables you to view your portfolio, including your up-to-date portfolio valuations, in one place 24/7 – anywhere, on any mobile or web device.

In addition, we will be able to send important documents to you through PFP , previously sent via post or email. We will make these available to you in your secure client portal – you will receive email correspondence from us to notify you that you have documents to view. We will of course continue to make physical copies available if you still wish to receive them, as we are simply keen to improve our service offering, not enforce it upon you.

To use this service you will need to activate your new account as follows:

To activate your client portal
• Visit click here register
• Enter your email address
• You will then receive an email from us with an activation link
• Following that link, verify your details
• Please click here  to login to PFP – using your username and password

More about your new online account

Secure messaging

With email and post increasingly vulnerable to interception, we treat the security of the data you share with us with the utmost care. Your client portal account 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 100% encrypted and completely private.

A secure document vault and document share facility

The client portal provides you with a secure document vault, so we can share important documents with you and you then have the ability to share your documents with us, if required. This is far more secure than emailing and sending it in the post. You can house all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet.

Our team is here to help, if you have any questions or need any help with registration, please contact us on 01543 263008.