Personal Finance Portal

ACCESS your financial information

At Chester Rose, we're always seeking ways to elevate your financial experience and build a strong, lasting partnership with you.

Our client portal has been designed with you in mind, to provide you with an interactive and secure hub where you can actively participate in shaping your financial future. It's more than a tool; it's a platform for financial empowerment. By joining our portal, you'll gain access to a host of benefits:

  • Secure collaboration: Interact with your dedicated adviser in a safe and secure online environment.
  • Streamlined access:All your financial documents, conveniently located in one place.
  • Holistic view:Monitor your accounts, portfolios, transactions, and balances from a single dashboard.
  • Financial insights:Gain valuable insights into your spending habits to take control of your finances.

The security of the portal is paramount. All communications and documents are fully encrypted, providing a level of safety beyond traditional email or postal services.

We invite you to join us on this journey to a more informed and empowered financial future. By signing up for the client portal, you'll be taking a significant step towards securing your financial well-being.

Click to visit the portal

Once you've registered, please ensure that your personal information is accurate, and that no detail is overlooked. Your active involvement is a cornerstone of our partnership, enabling us to provide you with a tailored and exceptional service.We encourage you to watch the video below to get a glimpse of what to expect and how it can enrich your financial journey.

Should you have any questions or need assistance with the registration process, please don't hesitate to reach out to us. We're here to support you every step of the way.


The Portal

Please login or register below.