Real-time investment valuations and updates, whenever you need them.

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Introducing the Sedulo Personal Finance Portal

With email and post increasingly open to being intercepted, the Sedulo Personal Finance Portal gives you complete control over your finances whenever you need it, safe in the mind that your information is encrypted and completely private.

Our real-time updates give you complete transparency of not only your investments, but also our team’s progress with your finances. And if you have questions about any othem? Your adviser is available at the touch of a button.

Get real-time updates on your investments and finances

All of our client investment portfolios come with a Sedulo Personal Finance Portal as standard. To find out how this works with your investment portfolios, get in touch with our Wealth Management team…

Ask us about your investments...

Wealth Management

Important infromation

We are authorised and regulated by the Financial Conduct Authority.  The Financial Conduct Authority does not regulate Tax or Estate Planning, Cash Flow Modelling or Trust advice. Any investment recommendations may fall as well as rise, you may not get back what you put in.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit