Financial peace of mind in your pocket
Financial planning shouldn’t mean logging into multiple platforms, searching for paperwork, or wondering where everything is held.
With the Key Financial Portal, your entire financial world is brought together in one secure place — giving you clarity, control and confidence at any time.
Accessible via desktop, tablet or mobile, the portal provides a single, organised view of your investments, pensions, property, insurances, documents and net worth.
Track assets and liabilities over time with a clear overview of your financial position - for you, your partner, your family or your trusts.
Store wills, policy documents, valuations and reports securely in one organised location, ready whenever you need them.
Available on desktop and mobile, giving you instant access to your financial information wherever you are.
