Culver Financial Management Limited client portal account – Personal Finance Portal (PFP)

The PFP enables you to view your portfolio, including your up-to-date portfolio valuations, in one place 24/7 - anywhere, on any mobile or web device.

In addition, we will no longer send important documents to you through the post or email. Instead, we will make these available to you in your secure client portal – you will receive email correspondence from us to notify you that you have documents to view.

To use this service you will need to activate your new account as follows:

To activate your client portal

  • Visit
  • Enter your email address
  • You will then receive an email from us with an activation link
  • Following that link, verify your details

If you are already a user of our client portal, you do not need to do anything.

More about your new online account

Secure messaging

With email and post increasingly vulnerable to interception, we treat the security of the data you share with us with the utmost care. Your client portal account provides you with a secure messaging service, so you can quickly get in touch with us and have the peace of mind of knowing that any information you share is 100% encrypted and completely private.

A secure document vault and document share facility

The client portal provides you with a secure document vault, so we can share important documents with you and you then have the ability to share your documents with us, if required. This is far more secure than emailing and sending it in the post. You can house all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet.