Client Portfolio Access

Welcome to Henwood Court's online portfolio valuation service.

Simply click the appropriate button below and you will be taken to your log-in page where you will be asked to enter your security details.

When you use either of the buttons shown above to access your portfolio on the Transact or Elevate platforms, you will leave the website of Henwood Court Financial Planning Limited. Therefore, we cannot be held responsible for the content of the web site you are moving to. Please make yourself fully aware of the content and risk warnings of this site.

Please keep your login details safe and confidential. If other people use your computer make sure you log out properly at the end of your session.

If you have any problems logging in or cannot recall your user name or password, or you need help or further information about accessing your portfolio online please contact us.

As an independent firm of financial planning and wealth management consultants, we provide investment services from the whole market and as such recommend a variety of different providers selected relative to a client's specific objectives. We have included a link to Elevate and Transact only at this stage as we believe at the present time these providers offer an efficient online functionality which clients have indicated they find helpful and easy to use and for which a direct link via our website would be helpful.

If we recommend any other providers we will forward to you separately your specific details for accessing your portfolio online.

We are constantly reviewing the providers to whom we provide a direct access link via our website and we will be adding further links in the future.