Online access is available for both our portfolio services: Tailored and Managed. The former is provided via Multrees and the latter is managed by Parmenion.

There are links to both services across.

If you any questions or problem logging into either service please contact us on 01935 382620.

  • Tailored Portfolios

    Custom portfolio solutions that are held in custody by our partners Multrees. To view your portfolio click on the button below and enter your user credentials.
  • Managed Portfolios

    Straightforward portfolio solutions that are administered by our partners Parmenion. To view your portfolio click on the button across and enter your user credentials.