Client Login

Select your client portal

Click on the portal name below to access some more information and a direct link.

Personal Finance Portal

Access your PFP client portal login page here

The Personal Finance Portal (PFP) is an online portal where you can view your portfolio, send and receive secure messages with your adviser and upload and store documents in a secure document vault. You can view all your investments in one place 24/7 and view your fund information and financial portfolio at the click of a button.

Login to PFP

Shackleton Hub

Access the Shackleton Hub client portal login page here

Our Hubwise investment platform is a modern, secure and easy way to have a single view of all your platform holdings. It makes it simple to access your portfolio and provides up-to-the-minute, user-friendly valuations across your entire Shackleton Hub portfolio. You can switch between different funds and investment houses quickly and cost-effectively.

Login to Shackleton Hub

Shackleton Connect

Access your Shackleton Connect client portal login page here

Shackleton Connect is only available to clients of IM Asset Management (IMAML), now part of Shackleton. Shackleton Connect is your digital financial filing cabinet, bringing together all your investments, savings, pensions, insurances, and property in one secure place. With daily updates, document storage, and portfolio tracking, managing your financial life becomes simple, clear, and accessible.

Login to Shackleton Connect

TDW My Portfolio

Access your TDW My Portfolio client portal login page here

TDW My Portfolio is only available to clients of IM Asset Management (IMAML), now part of Shackleton.

Whether you have a single investment or a diverse portfolio, the TDW My Portfolio portal makes it easy to monitor performance with daily valuations and up-to-date share and fund prices.

Login to TDW My Portfolio

WealthPro Portal

Access your WealthPro client portal login page here

The WealthPro client portal is only available to clients of Save & Invest, now part of Shackleton.

Access all your investments and portfolios in one place on our WealthPro client portal.

Login to WealthPro

Personal Finance Portal

The Personal Finance Portal (PFP) is an online portal where you can view your portfolio, send and receive secure messages with your adviser and upload and store documents in a secure document vault. You can view all your investments in one place 24/7 and view your fund information and financial portfolio at the click of a button.

Login to PFP

Shackleton Hub

Our Hubwise investment platform is a modern, secure and easy way to have a single view of all your platform holdings. It makes it simple to access your portfolio and provides up-to-the-minute, user-friendly valuations across your entire Shackleton Hub portfolio. You can switch between different funds and investment houses quickly and cost-effectively.

Login to Shackleton Hub

Shackleton Connect

Shackleton Connect is only available to clients of IM Asset Management (IMAML), now part of Shackleton. Shackleton Connect is your digital financial filing cabinet, bringing together all your investments, savings, pensions, insurances, and property in one secure place. With daily updates, document storage, and portfolio tracking, managing your financial life becomes simple, clear, and accessible.

Login to Shackleton Connect

TDW My Portfolio

TDW My Portfolio is only available to clients of IM Asset Management (IMAML), now part of Shackleton.

Whether you have a single investment or a diverse portfolio, the TDW My Portfolio portal makes it easy to monitor performance with daily valuations and up-to-date share and fund prices.

Login to TDW My Portfolio

WealthPro Portal

The WealthPro client portal is only available to clients of Save & Invest, now part of Shackleton.

Access all your investments and portfolios in one place on our WealthPro client portal.

Login to WealthPro

Discover our resource library

Explore our latest articles, blog posts, guides, press releases and much more in our resource library.

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

23 Coleridge Street, Hove, East Sussex, BN3 5AB

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