Your Personalised Client Website

As a business we embrace the use of technology to help streamline our processes and in turn reduce the costs to you, our client. Incorporated within the ongoing service we provide is a website specific to you which provides details of all of your existing financial arrangements, including up to date valuations and performance.

TP demo home screen

This allows us both to view all of your arrangements with all of the different companies in one place, saving you time and hassle. We are also able in some circumstances to provide you with access to your bank accounts, giving you complete clarity over your situation at any time. Each client website is protected by internet encryption as used by your banks meaning you do not have to worry over the safety of the service.

TP bank acc screen

You can also use your client site to store important documents such as passports, driving licenses, wills and insurance documents. As these are stored online you can then access them anywhere you have an internet connection. What’s more, with apps for both Apple and Android devices, viewing them on your smartphone is even easier.

TP asset allocation screen

Our aim is to be seen as the centre of your finances. We believe this technology is one step towards achieving that goal.

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your Wills and Trust requirements

Read more


Helping you through the maze

So why choose us over the guys next door?

Why us?