As a client of Tarran & Co. Financial Planning, you can benefit from having access to your Personal Finance Portal (PFP). This online portal is designed to give you easy and secure access to view your portfolio at any time, on any mobile or web device.

WHY USE THE PORTAL?

  • View your portfolio in one place 24/7.

  • Access fund information and get up-to-date valuations.

  • Review and track your progress against your goals.

  • Share information and documents with us in a safe and secure place.

Access Client Portal

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