Keeping track of your finances shouldn’t feel like a juggling act—our Personal Finance Portal (PFP) brings everything together in one secure, easy-to-use space, available whenever you need it.
With 24/7 access, the PFP lets you view your short, medium, and long-term finances at a glance, securely message your advisor, store important documents, and track real-time account balances, transactions, and portfolios. Open Banking tools also help you gain deeper insight into your spending habits, making it easier to stay in control. Access the portal below and bring everything together effortlessly.
cannizaro@cannizaro.co.ukCannizaro Wealth Management (MGM) Limited is registered in England and Wales with registration number 14500002. Cannizaro Wealth Management (MGM) Limited is authorised & regulated by The Financial Conduct Authority, reference number: 989627.
If you wish to register a complaint, please write to michaelmartin@cannizaro.co.uk or telephone 07818 415670.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you maybe entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 0234567
