Access your information
& communicate securely 24/7

Online access to your information

Online access to your information

We recognize that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels: face-to-face, on the telephone and online.

That’s why we have introduced our new Personal Finance Portal, a revolutionary new app that enables you to see your information at any time in any place that suits you.

Communicate securely


Peace of mind of bank-level security. What’s more, everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.

Share and store confidential documents

Share and store confidential documents

Your Personal Finance Portal allows us to share confidential documentation with you, so you can house all your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up.

It’s far more secure than keeping your paper copies in your filing cabinet or in a computer file/ emails which can be hacked.


What is the Applewood client portal?