Personal Finance Portal 


Existing clients can access the Personal Finance Portal by clicking the icon below. Logging in to the Personal Finance Portal allows clients to access the following:

  • Instant electronic policy valuations
  • The ability to update your personal fact find
  • Access to Fund Fact Sheets 
  • Detailed Financial Overview capability
  • Financial X-Ray enables you to see your investments in more detail 

It is worth noting that only certain companies have the ability to give “live” electronic valuations, and as such you may hold some policies which you are unable to value using the Personal Finance Portal. At the present time, the following companies will allow instant electronic valuations through our portal: Amber, AXA Wealth, Cofunds, Elevate, Fidelity FundsNetwork, Old Mutual Wealth and Old Mutual Wealth Life Assurance.


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An easy guide to assist you in registering for PFP.
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A concise document that answers the most commonly asked questions around PFP.
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A quick and easy guide to help you understand and navigate your way round the Personal Finance Portal.

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Click the icon to the left to login to the RJL Personal Finance Portal...

If you are yet to register for PFP, you can also do this by clicking on the icon to the left. Just click on 'Register' and follow the relevant steps!

 

Click the icon to the left to login directly to the AMBER client website...

If you are an Amber client but have not yet been registered onto their online portal, please call us on 01603 499 599 and we will be able to assist.