Courtiers Wealth Management
Courtiers Wealth Management

Your
Personal Finance Portal

The previous platform has been replaced with your new Personal Finance Portal. Please register and create a new password to activate your account.

For any queries or support, please contact your Courtiers Adviser or call 01491 570320.

Convenient

A simple, accessible portal to manage all your assets, income and expenditure.

Clear

A full picture of your net worth and monthly affordability.

Control

Comprehensive information empowers your financial perspective.

Organised

Keep all your valuable information in one place, accessible any time.

Informed

Get regular updates to track the performance of your investments. 

Add accounts manually or via open banking.