Ross Brooke Financial Services

We offer each of our clients the ability to log in to our secure online client portal, where they can view details of their finances online.

The system allows you to gain up to date valuations on your savings, investments, pensions, shares and investment funds at the click of a button. The ability to see all your accounts in real time in the same page enables you to keep track of your overall financial situation wherever and whenever is convenient to you. You may also view the information we hold about your personal financial situation and make changes to this information online to keep us up to date as your circumstances change.

Your details are only accessible if you ask us to enable online access, and can only be viewed by you by entering your own unique username and password.

We have set up an online demonstration which can be accessed by clicking the link below and entering the following username and password:

Click here to view the Client Portal Demonstration (Link opens in new window)
Username: testclient@rossbrookefs.com
Password: rossbrooke1

We have also provided a sample of our Annual Review Report for the same test client. Click here to view the sample report


Important Notes
Please note, the demonstration client and associated details are entirely fictional, and have been created solely to demonstrate our systems to you. If the system asks you to enter login details more than once, someone else may be trying to view the demonstration at the same time so you may wish to try again later. Online valuations for some older style policies may not be available.