Advisers

IFA Portal

Designed for IFA's, this system provides a protected set of tools to both manage and process client information.

If you wish to be set up to access the IFA Portal, please send your request detailing your full Company Name and Address by e-mail to enquiries@pointonyork.co.uk.

Each application will be looked at independently, however access may not necessarily be immediate, but timescales will be communicated.

If you already have access, click here