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Client Login

Welcome to your Client Login Area

In a world where data security is of paramount importance, Your Wealth and One Click portals are fully encrypted, which together with other security measures ensures your data is protected at all times. They allow us to safely communicate with you and to share important documents and information.
We care for the environment too and want to take steps to reduce the amount of paper we’re using.

Accountancy Portal


If you have trouble logging in, please get in touch.

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OneClick (CCH Portal)

Your OneClick workspace enables you to communicate securely with your accountancy adviser and their team, also enabling you to send, receive and approve documents remotely.

For more information please download our FAQ’s >

Wealth Management Portal & Investment Platform Access


If you have trouble logging in, please get in touch.

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Your Wealth

Here you can access the value of your investments, share important documents, message your financial planner securely and view all of your finances in one place.

For more information please download our FAQ’s >

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Ascentric

You can access valuations, transaction data and literature sent to you by Ascentric here.

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