Personal Finance Portal

In a nutshell

The Personal Finance Portal (PFP) is an online portal where our clients can view their portfolio, send and receive secure messages with their adviser and upload & store documents in a bank-secure document vault.

With the PFP you can view all your investments in one place 24/7 and access your fund information and financial portfolio at the click of a button. Whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch with your Adviser, PFP has it covered.

What you see in PFP is a representation of data that your adviser has captured in our internal system, any information you update in PFP will feed back to your adviser in real-time!

Key features

Secure and efficient interaction with Advisers

The PFP is easy to use and provides a place to store all your financial documents. It enables encrypted messaging between you and your adviser and the ability to upload files with bank-level security. You can also add your banking details to ensure your up-to-date information is stored in one place.

Update your details and check your valuations

You can update your personal information at any time and notify your adviser of any life events. This will enable deeper conversations in your meetings with us, helping us make clear plans so you can achieve your goals.

Register in 4 easy steps

1

On the PFP landing page click the ‘Register’ button. You will be prompted to enter your email address, which in turn will trigger an email containing an activation link to be sent to your account.

2

Upon receipt of the email, click on the activation link.

3

You will now need to verify your identity, define a password and agree to the Terms and Conditions. Click ‘Register’ to complete the activation of your account.

4

The activation process is now complete! You will receive an on-screen confirmation message saying ‘Activation process complete’ and a link to your PFP account.

Personal Finance Portal

Welcome to your Personal Finance Portal

Still got questions?

If you can’t find the information you are looking for, please contact us and we are happy to help.

A joint profile in PFP allows a PFP user to manage all profile data for both themselves and their partner. In PFP, such a partner is referred to as a “financial partner”.

If a client has a financial partner, and the financial partner has given the appropriate consent, then the client will be able to manage their data. Please speak to your adviser to give consent and we will update our system to enable the joint profile.

Please email us at enquiries@skerritts.co.uk if you are having any problems, or speak directly to your adviser.

Some of your personal information may be dated if there have been changes to your circumstances since we last spoke. As you have your next meeting with your adviser we will ensure that all your personal information has been updated and is accurate.

Yes, please see detailed guides for every section of the platform and how to register by clicking here.

As a user, you can install our PFP app which is a web app; it uses the web to deliver an app-like experience. It can be opened like an app from your home screen but can be used on smartphones and tablets alike.

To install the app;

Open your browser
Type in https://skerritts.gb.pfp.net/
Select Get the App
Follow the on-screen instructions (this will differ between phones and operating systems so we are unable to provide these here)

On the login screen, you can click on the Forgotten Password link to receive an email with a link to reset your password.

Some useful guidance and insights.

16th of April 2025

Shackleton launches a Personal Injury and Court of Protection Division

Facilitated by the acquisition of IM Asset Management. The focus of this division will be to help clients who have suffered life-changing injuries plan for their future.

7th of April 2025

Investment Update – April 2025

28th of March 2025

Shackleton guide – The spring forecast 2025

27th of March 2025

Shackleton Expands with the acquisition of PK Wealth and PK Financial Planning

Shackleton is pleased to announce the acquisition of London-based financial advice firm PK Financial Planning and its discretionary fund management arm, PK Wealth.

26th of March 2025

Your Spring Statement update

17th of March 2025

Investment Update – March 2025

5th of March 2025

Shackleton introduces VouchedFor’s Elevation client survey

We are delighted to announce that it has invested in the company-wide roll out of VouchedFor's enhanced client survey, Elevation.

4th of March 2025

Why ongoing financial advice could ease your mental load

4th of March 2025

3 retirement financial shocks that could affect your finances

4th of March 2025

Property prices are predicted to jump 4% in 2025. Here’s what it could mean for you

Tell us about your goals.

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

01273 204999

enquiries@shackletonadvisers.co.uk

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

Personal Finance Portal

In a nutshell

Key features

Secure and efficient interaction with Advisers

Update your details and check your valuations

Register in 4 easy steps

1

2

3

4

Personal Finance Portal

Still got questions?

Some useful guidance and insights.

Receive the latest financial news and updates.

Tell us about your goals.