Client Portal
Keep up to date with your investments
Our client portal is powered by True Potential. It’s a really convenient way to securely review your investments and track them against your personalised goals.
If you have your login details, you can access the portal here:
If you don’t have your login details, please email: hello@dgfs.co.uk
Try the new app
You can also access your investment information on your mobile device. The app includes:
- Full portfolio information and valuations, along with checking the status of financial goals
- The ability to top-up investments via our impulseSave® technology from as little as £1
- Ability to manage and upload documents
- Facility to view personal details
- Adviser contact and mapping
