Our Secure On-Line Client Portal is easy to use and will help protect your data and communications from cyber-attacks. Hence, we strongly encourage you to use it. The client portal enables you to review your financial information on-line and at any time.
To register you will need to: provide the email address you use to communicate with us, answer some security questions and set a strong password. It’s simple and there is lots of guidance available on the portal itself.
The client portal is also available as a 'progressive web app' which uses the web to give an app-like experience, meaning you can use it on smart phones (both iphones and Android) and tablets. Follow the steps below to install this on your devices.
The Secure On-Line Client Portal and App enables you to:
- Store your financial information all in one place securely and on-line – your financial documents are held in the secure online vault which is automatically backed-up
- View your financial information in real time (subject to provider update frequency)
- Link your other financial activity to the portal eg bank accounts through Open Banking
- Send, receive and sign documents to and from us such as your annual review
- Access the portal from any device with an internet connection including a laptop or desktop
- Access it on an iphone/Android/ipad/tablet by installing a progressive web App (note: not available via the App Store or similar)
- Message us securely as an alternative to email and post – all communications made via the portal are fully encrypted
Our offices all have a specific link to the Secure On-line Client Portal. You can use this to register as a new user, or login if you are an existing use. There is lots of guidance available on-line and the process only takes a few moments.
Please ensure you use the correct link for your office from the table below and contact them if you experience any difficulties.
Perspective (East Anglia) Ltd
Locations: Braintree
https://pfgl-eastanglia.gb.pfp.net
Perspective (Home Counties) Ltd
Locations: Chesham
https://pfgl-homecounties.gb.pfp.net
Perspective (Midlands & Cheshire) Ltd
Locations: Newcastle under Lyme
https://pfgl-midlandscheshire.gb.pfp.net
Perspective (North) Ltd
Locations: Dinnington
https://pfgl-north.gb.pfp.net
Perspective (Northants & Cambs) Ltd
Locations: Corby
https://pfgl-northantscambs.gb.pfp.net
Perspective (North East) Ltd
Locations: Darlington, Newcastle upon Tyne
https://pfgl-northeast.gb.pfp.net
Perspective (North West) Ltd
Locations: Chorley, Warrington
https://pfgl-northwest.gb.pfp.net
Perspective (Oxon) Ltd
Locations: Woodstock
https://pfgl-oxon.gb.pfp.net
Perspective (Ramsey)
Locations: Cambridge
http://www.pfgl.ramsey.gb.pfp.net
Perspective (South) Ltd
Locations: Milton Keynes
https://pfgl-south.gb.pfp.net
Perspective (South East) Ltd
Locations: Canterbury, Eastbourne, Maidstone
https://pfgl-southeast.gb.pfp.net
Perspective (South West) Ltd
Locations: Marlborough
https://pfgl-southwest.gb.pfp.net
Perspective (Thornton Springer) Ltd
Locations: London
https://pfgl-thorntonspringer.gb.pfp.net
Perspective (Warwickshire)
Locations: Warwickshire
http://www.pfgl.warwickshire.gb.pfp.net
Perspective (West) Ltd
Locations: Oswestry
https://pfgl-west.gb.pfp.net
Installing the progressive web App on an iphone/Android or ipad/tablet
- Open the browser (eg Safari/Chrome) on your device
- Type in the correct website address for the portal from the list above
- Select ‘Get the App’
- Follow the instructions – these vary by device and operating system but are usually simple and intuitive
- Click the logo on your home screen to access your client portal
