Personal Finance Portal

All Curzon Financial Advisers' clients have access to the Personal Finance Portal.  PFP provides access to all your finances in one place, 24/7, on any mobile or web-enabled device.  It enables clients to view their financial portfolio and fund information in an instant.


So 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.


In addition, the Personal Finance Portal provides:

  • Secure messaging;
  • A safe document vault;
  • Access to open banking.
Access PFP

Not registered on PFP yet?  Contact us to receive an invitation!

All Curzon Financial Advisers' clients have access to the Personal Finance Portal.  PFP provides access to all your finances in one place, 24/7, on any mobile or web-enabled device.  It enables clients to view their financial portfolio and fund information in an instant.


So 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.


In addition, the Personal Finance Portal provides:

  • Secure messaging;
  • A safe document vault;
  • Access to open banking.
Access PFP

Not registered on PFP yet?  Contact us to receive an invitation!

Want to know more?

To find out more or to arrange a meeting with us, please call

020 8498 0040, or email info@curzon-ifa.com


Contact us
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