Our Personal Finance Portal (PFP) is a great way to view all your investments, including pensions, in one place. If anything is missing, let us know immediately because it may be that Dartington is not your authorised adviser for that plan. If that's the case, we will ask you to sign a letter of authority (LOA) that we will send to the plan provider to appoint us as your financial adviser. Once we've been appointed, we can arrange for that plan to viewed here too.
Get the App
To install, tap
and choose
add_box Add to Home Screen
add_box Add to Home Screen
If you do not see a prompt, to install, tap more_vert
located in the top right corner and choose
'Add to Home Screen'
located in the top right corner and choose
'Add to Home Screen'
This function is only available in Safari. Visit this page in Safari and follow the instructions.
To install, tap
located in the top right corner and choose
' + Add to Home Screen'
located in the top right corner and choose
' + Add to Home Screen'
To install, tap the icon which looks like this
located in the top right corner and choose
'Add Automatically'
located in the top right corner and choose
'Add Automatically'
Browsers
check_circle_outline
App Installed!
You can find PFP amongst your device's Apps.