Finance Portal

To activate your Personal Finance Portal account please register using the link here.

The main benefit of the portal is it will allow you to view your overall financial information in one place, so you can get up to date valuations. In addition, it gives you an overview of the performance of your investments and access to how you are progressing against your financial goals.

Secondly, with emails increasingly vulnerable to interception and data security now playing an prominent role in the way businesses conduct themselves, your client portal account provides you with a secure messaging service.

This therefore allows you to quickly get in touch with us and have the peace of mind of knowing that any information you share is fully encrypted and private. Furthermore, you can also house all your financial documents online in a document vault, where they are secure and fully backed up.

Find out more

JB Wealth Management Ltd.

Tel: 020 8661 72322


Get in touch