Instant Access to your Finances through our Secure Portal...

Existing clients of Newbold Broadstreet Wealth Management can view their current portfolio instantly. You can use this link to view our demo client site to see the valuable online services you will have access to as our client giving you 24/7 access to your portfolio. You will also be able to communicate with us securely through the encrypted portal, sending and receiving confidential information electronically. You will also have access to a number of useful documents relating to your policies as well as being able to check on their value at anytime.

Our secure site is powered by True Potential, specifically selected for its user friendly format and, above all, highest levels of security. When logging in you will be asked to supply 3 pieces of information, your username and password which we will provide to existing clients, and a pass phrase of your choosing. You can even access the portal on the move by downloading the True Potential app on your iphone, Blackberry & Android or Windows Smartphone for free. Log in to our secure website by clicking the access button below.

 Login to Secure Portal

 

newbold broadstreet wealth management ltd is authorised and regulated by the Financial Conduct Authority: 529573 - www.fca.org.uk
registered in england & wales: 7320118. registered address: 7 wharf house, waterside, dickens heath, solihull b90 1ue