Unique within our industry the portal lets you securely access documents, updates and share information at your convenience.

Keeping track of your financial position is no easy task. Understanding where you stand now, as well as where you might be in the future, can be complex and time-consuming. The Portal has been developed for our clients and is the core element of our ongoing service proposition. It provides a summary of financial affairs by acting as your online filing cabinet, and is accessible at any time, from any location, from any internet-enabled device.

The future of personal financial management at your finger tips

Through the Portal you can see all your financial products through one simple view; upload and store all your important documents into one readily accessible location, confident that they are safe and using the same level of security as other financial institutions.

The Portal is there to make managing your financial affairs easier, with your financial adviser completing and periodically updating your information.


The Portal demonstrates a number of innovative tools that provide a wholly new perspective on your financial situation allowing you to model a variety of scenarios. The Concierge and Messaging feature of the Portal allows you to contact your adviser at the push of a button, either by Skype, email or simply requesting a phone call at a time that is convenient for you.

Stay informed

Whether you are moving house, applying for a protection policy or managing your investments, the Portal keeps you up to date with SMS and email updates. Through our messaging centre you can talk to us on Skype. You can also monitor the value of your property, with our property value estimator.

Store with confidence

Your Portal provides a safe and secure personal document locker, where you can store and lock away, receive or even share documents with your adviser. The ‘Documents’ section is where you receive and can indefinitely store files in a safe and secure environment. Sharing with your adviser couldn’t be easier and more secure.

Plan for the future

You can explore our range of tools to see how your financial situation is developing or examine those ‘what if’ scenarios. The Wealth Projector and Budget Planner together with our Mortgage and Pension calculators allow you to understand where you are now and into the future.


The Portal is the new approach to financial services, allowing you to take control of your financial information in your own time and enabling your adviser to meet your needs efficiently, and securely.






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Curchods Mortgage Services is a trading Style of Lifetime Wealth Management Ltd, who is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Lifetime Wealth Management Ltd: Registered in England & Wales, No. 04631136. Registered Office: 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR. The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

If You Are Unhappy With Our Service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us: Quilter Financial Planning Complaints Department Quilter Sunderland SR43 4JP Email: Tel: 0808 171 2626 You can find more information by visiting the Quilter Financial Planning website: If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (