Personal Finance Portal

Clients who choose Executive and Prime Service Packages from Cornwall Finance & Investment Services Ltd. receive their own individual Personal Finance Portal.

This portal allows you to access information on your computer, laptop or phone and obtain real time valuations on your portfolios as well as being able to securely share with your adviser data and documents.

This portal is supplied by Intelliflo suppliers of secure, sophisticated, specialist online software for Independent Financial Advisers.

If you would like to log in to your Personal Finance Portal, please click the button below