Financial Planning

Financial Planning Portal

Enables you and your financial adviser at Kirk Rice to securely store and share information and documents. You’ll be able to update personal information ahead of meetings, see your portfolio of products and valuations in one place 24/7 – anywhere, on any mobile or web device. 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, we have it covered.

New User?

Register using your email address that you normally use with your adviser.  If you have any problems please contact your adviser who will be able to help you register. 

Already registered?

Click below to log in.