build_circle_rounded
Service maintenance
We will be performing essential maintenance on Personal Finance Portal as part of our ongoing efforts to enhance performance, security, and overall user experience. During this time, access to the site and its services will be temporarily unavailable.
Saturday 4th October between 18:00 and 20:00 BST.
We apologise for any inconvenience this may cause and appreciate your understanding and patience.
Welcome to your Personal Finance Portal (PFP).
This secure, easy-to-use platform gives you instant, 24/7 access to the fund and financial portfolio you have with Beacon Wealth Management.
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 with your adviser, the PFP has it covered.
It is available on any web device – desktop, mobile, tablet.
Get the App
To install, tap
and choose
add_box Add to Home Screen
add_box Add to Home Screen
If you do not see a prompt, to install, tap more_vert
located in the top right corner and choose
'Add to Home Screen'
located in the top right corner and choose
'Add to Home Screen'
This function is only available in Safari. Visit this page in Safari and follow the instructions.
To install, tap
located in the top right corner and choose
' + Add to Home Screen'
located in the top right corner and choose
' + Add to Home Screen'
To install, tap the icon which looks like this
located in the top right corner and choose
'Add Automatically'
located in the top right corner and choose
'Add Automatically'
Browsers
check_circle_outline
App Installed!
You can find PFP amongst your device's Apps.