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Manage your investments easily with our Personal Finance Portal
The Personal Finance Portal (PFP) is an online portal where our clients can view their portfolio, send and receive secure messages to Alan Donald & Company and upload and store documents in a secure document vault. With the PFP you have access to view all your investments in one place 24/7 across all devices and you can view your fund information and financial portfolio at the click of a button.
Login or register for PFP
Whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals or simply wish to get in touch, PFP has it covered. What you see in PFP is a representation of data that your adviser has captured in their internal system, so any information you update in PFP will feed back to your adviser in real-time!
For professional advice on how to manage your investments, call Alan Donald & Company Ltd on
01442 822999