• Tel: 01485 541998 / 0207 7696750

INTRODUCING THE ALLEN TOMAS & CO PERSONAL FINANCE PORTAL

Exclusive to our ongoing managment clients

  • View Real Time valuations and summaries of your portfolio
  • View and download key documents
  • Upload documents to us
  • Monitor our tasks and case progress
  • Securely send messages
  • Amend and add personal details
  • Use of the Personal Finance Portal mobile application

Please note:

There are some legacy plans and certain plan types that do not support live feed valuations at this current moment in time. These plans will still be updated at annual reviews. For a list of such plans, please see below:

Provider Plan Type
Aegon Group Personal Pension
Aviva Personal Pension Plan (Policy No. containing letters)
Aviva Group Personal Pension Plan
AXA Wealth SIPP
Canada Life Personal Pension Plan
Canada Life International Offshore Bond
Friends Life SSAS Pension
Friends Life Executive Pension Plan
N/A Cash Accounts
Prudential Income Drawdown
Prudential Insurance / Investment Bond (With Profits)
Royal London FSAVC
Royal London Legacy Personal Pension Plan (Policy No. starting 9)
Scottish Life s32 Buyout Bond
Scottish Widows Insurance / Investment Bond
Standard Life Whole of Life Investment Bond
Standard Life Immediate Vesting Personal Pension

If you would like additional information about the Personal Finance Portal, please see their User Guide

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