The Ernest Grant Client Portal app is a service provided by Ernest Grant and powered by moneyinfo that gives you a complete picture of your financial life.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, and property can be tracked together with all of the associated paperwork.
One place for everything financial.

Here’s a few of the things The Ernest Grant Client Portal app can help you with –

• From a single investment to an extensive investment portfolio; The Ernest Grant Client Portal app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Tracking your property value against the Land Registry price index.

• Making better financial decisions and answering questions such as; Am I saving enough towards my retirement? When can I retire? What should I be doing to make the most of my tax allowances? Considerations for reducing the tax you pay and limiting the impact on any withdrawals.

• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?

The Ernest Grant Client Portal app makes understanding and keeping track of your money both easy and safe.

The Ernest Grant Client Portal app is available to private clients of Ernest Grant. If you don't already have access to your own Ernest Grant account, contact the team at [email protected]