Private client portals

Existing clients can login to our portals here


Login to our Discretionary Management Service Portal

This lets those who have Price Bailey Discretionary Management Portfolio Investments view the details surrounding their investments, including: 

  • Valuations
  • Transactions
  • Performance Summary
  • Asset allocation
  • Capital Gains summary


Login here


Login to our Private Client Portal

Our Private Client Portal let’s you:

  • View your personal details and inform us of any changes
  • View details of policies and investments that we have on our records
  • Send and receive secure messages with us
  • View personal documents securely including valuations.


Login here


Price Bailey portfolios are managed by PB Financial Planning Limited (registered in England & Wales, number 04298592) which is authorised and regulated by the Financial Conduct Authority.  

Get in touch.

Call us for free or submit your enquiry online

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