Personal Finance Portal

A joint profile in PFP allows a PFP user to manage all profile data for both themselves and their partner. In PFP, such a partner is referred to as a “financial partner”.

If a client has a financial partner, and the financial partner has given the appropriate consent, then the client will be able to manage their data. Please speak to your adviser to give consent and we will update our system to enable the joint profile.

The new PFP system will have all the functionality of the old system and so much more. Access to the old Wealth Platform system will end on 28th February.

Please email us at enquiries@skerritts.co.uk if you are having any problems, or speak to your adviser.

As we move onto the new system some of your personal information may be dated. As you have your next meeting with your adviser we will ensure that all your personal information has been updated and is accurate.

Yes, please see detailed guides for every section of the platform and how to register by clicking here.

As a user, you can install our PFP app which is a web app; it uses the web to deliver an app-like experience. It can be opened like an app from your home screen but can be used on smartphones and tablets alike.

To install the app;

1. Open your browser
2. Type in https://skerritts.gb.pfp.net/
3. Select Get the App
4. Follow the on-screen instructions (this will differ between phones and operating systems so we are unable to provide these here)

On the login screen, you can click on the Forgotten Password link to receive an email with a link to reset your password.