If you are looking for the old portal you can find it here : https://portal.laverwealth.co.uk/
If you have not had an email inviting you to the new client portal please contact us, the old client portal will be shutdown on the 14th February 2025.
The Laver Wealth personal finance portal (PFP) gives you access to view all your finances in one place 24/7 on any mobile or web device. Laver Wealth’s PFP enables you to view your fund information and financial portfolio at the click of a button. So, whether you are looking for an up-to-date valuation of your portfolio, update us with any changes in your circumstances, upload and securely share documents, or simply wish to get in touch, Laver Wealth PFP has it covered.
Laver Wealth Personal Finance PortalIf you are looking for the old portal you can find it here : https://portal.laverwealth.co.uk/
If you have not had an email inviting you to the new client portal please contact us, the old client portal will be shutdown on the 14th February 2025.
LW Personal finance portal or PFP is an online secure portal where you can view your portfolio, send and receive secure messages between your adviser, and upload & store documents in a secure document vault among other features.
You can see an overview of your net worth which illustrates the size of your assets and liabilities. You can tap to view a full breakdown by category.
The Laver Wealth Personal Finance Portal (PFP) is a service available only to our DPM clients. If you feel that you should have access please contact the office on 01934 645511.