Personal Finance Portal

New to PFP?

Whittington Goddard are committed to the use of the personal finance portal for our clients, some of the many benefits are: - View of your accounts/portfolios/transactions and balances - Exchange of client data between our back office system and the portal - Secure exchange of documents and messages - Electronic signing of DocuSign documentation - Reduction in our carbon footprint

To install, tap and choose
Add to Home Screen

If you do not see a prompt, to install, tap
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'

To install, tap the icon which looks like this
located in the top right corner and choose
'Add Automatically'

Browsers

App Installed!

You can find PFP amongst your device's Apps.

Personal Finance Portal

Get the App