Client Area

Access your client area
Click the below to view your Personal Finance Portal, where you can access all your finances in one place.
If you have not yet registered for your PFP, you can do so through the button below.


Make the Most of Your Personal Finance Platform
As a valued client, we want to ensure you’re getting the full benefit of our Personal Finance Platform (PFP). This secure hub brings together all your financial information in one place, giving you instant access to the documents and valuations you need, whenever you need them. With your PFP, you can:
Click the buttons below to visit the customer login area for each provider.
If you are unsure of your login details or need an account creating, please contact us and we will get you set up.
By clicking on the icons below, you are about to leave the website of Informed Financial Planning and view content of an external site. Informed Financial Planning cannot be held resposible for the content of external websites.