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All Your Finances At Your Fingertips

Our Portal

Our secure client portal gives you convenient access to your financial information in one place. View documents, track progress, communicate with your adviser and stay connected to your financial plan anytime.

See Your Finances in Real Time...

With Our Personalised App

At Brancaster House Financial Planning, we believe that financial planning should be personalised, transparent and tailored to your unique needs and goals. That's why we have an app!

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ALL THE GREAT FEATURES

Your Financial Dashboard

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​Your Financial World, In One Dashboard

See your full financial picture at a glance; assets, liabilities, and overall position, all in one secure dashboard.
No spreadsheets, no guesswork; just a clear, real-time view of where you stand financially, helping you make better decisions with confidence.

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Secure Document Storage

Access all your important documents anytime, anywhere.


From policy documents to valuation reports, everything is stored securely in one place; easy to find, easy to download, and always up to date.

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Direct Communication With Your Adviser

Stay connected with your adviser through secure, built-in messaging.
No chasing emails or lost threads; simply log in to ask questions, receive updates, and keep everything organised in one place.

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Personalised Insights & Tracking

Get tailored insights to help you stay on track.


As your plan evolves, you’ll receive updates and insights from your adviser; helping you understand progress, spot opportunities, and stay focused on your goals.

Interested in our app? Get Advice.
Sign up for a free financial health check

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