cdn secure client portal

ALL YOUR DOCUMENTS IN ONE PLACE in your own private area where we can share important documents and information quickly, safely and securely. We can also message each other securely.

Some of the benefits

Personal Filing Cabinet

An easy way to store and share documents. Instead of sending you bulky paperwork we can instantly store it for you to read at leisure and refer back to whenever you like. You can also download documents if you wish. All of which is better for the environment.

Secure and timely communications

Easier for us to communicate with each other – and it’s much more secure than email. Notifications alert you when messages or documents are waiting to be read.

Peace of mind in an emergency

In case of an emergency your loved ones can access your important documents and details for you, on your behalf.

Keep your important personal documents safe

If you'd like to, you can choose to keep copies of additional documents and paperwork safe. Such as wills, passports, property deeds, policy documents, insurance valuations and car insurance details. Documents that are not always easy to find quickly!

Quicker way to sign paperwork

Instead of waiting for documents to come through the post, then having to sign and return them back to us, some paperwork can be signed electronically in a matter of minutes.

Always connected

Personal and shared documents can be accessed instantly and secure messages sent 24/7.

Bank level encryption

Your data is safeguarded using bank level security and encryption. Only having to log in to one place for everything also helps to reduce the risk of online fraud.