Begley Brown Online.

Our client portal offers you a clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork.

On your desktop and as an app on your tablet and smartphone, your finances are beautifully brought together under a single login, accessible to you at any time.

With Begley Brown online, you can:

View your investment portfolio

Quickly access your insurance details

Track your property values

Manage your income & spending

Safely store all of your important documents

Be reminded about your renewals, income & payments

Everything summarised

Your dashboard gives you a snapshot of your entire financial life and an easy navigation point to everything you need. Personalise it to display the information that matters to you most.

Keep track of your investments

Begley Brown Online makes it easy to see how your investments are performing. Valuations are updated daily and built into a history across your entire portfolio.

Your personal financial assistant

Keep an eye on upcoming renewals, payments, income and maturities. Ad your own key events such as MOT’s, road tax & HMRC payments.

Keep your important documents safe

Store all your paperwork including wills, property deeds, insurance contracts, policy documents, valuations & statements. Begley Brown Online keeps your important financial documents safe, secure and accessible.

Your adviser can share documents and reports with you so you can read them when it’s convenient. Simply log into Begley Brown Online from any device and your important financial documents will be there waiting for you.

See where your money goes

Access your bank accounts, credit cards and store cards together under one secure login. Begley Brown Online helps you keep track of your income and spending and see where your money is really going.

Your propery valued

Want to know what your home is worth? Enter your house number and postcode and Begley Brown Online will display your property details and track its value using Land Registry data.

A true picture of your net worth

Begley Brown Online tracks the value of your assets and liabilities over time. For you your partner, your dependents, your trusts, your companies: all brought together into a single view.

Access your insurances easily

Your policy details are stored next to the things they relate to. Your home insurance next to your home, your car insurance next to your car. Begley Brown reassures you that in the event of an emergency you can access the information you need quickly and easily.

Secure and timely communications

Begley Brown Online ensures that your personal data is exchanged using only the most secure methods. Notifications alert you when important messages or documents are waiting to be read.

Enhanced Privacy Controls

Our privacy controls allow you to decide who your information is shared with, for example, your partner or adviser. Set your privacy defaults when your first log in and easily change this for individual financial items you add to your account. Begley Brown Online ensures that you are always in control of your data.

Your data is always protected

We take the security of your personal and financial information very seriously and Begley brown online makes sure that your data is safeguarded using bank-level and encryption. Our mobile app is further protected with your own six-digit pin and registered to your personal device.

And finally, for your peace of mind

In an emergency situation arises, when will the important details about your assets, liabilities, property and insurance be found?

Begley Brown Online brings all this information together in one place with all the associated paperwork, making it accessible should it be needed.

Find out more & download the app below:

We have worked with Chris since he started Begley Brown. He provides a high quality service and provides advice which is always driven by the best interests of the client. We have no hesitation in referring our clients to him in the knowledge that they will be exceptionally well looked after.

Alastair Russell

Director, Russell & Russell Chartered Accountants and Business Advisers Limited

Begley Brown have been our financial advisers for many years, and we value very highly the service they have provided us, and in particular the investment of time that they have made in truly getting to know us, their clients. We have always been able to discuss every aspect of our financial affairs with complete assurance that this will be treated with sensitivity and compassion, while at the same time ensuring that we are encouraged to be organized and rigorous about the management of our personal financial affairs.

Sir James and Lady Lynne MacMillan

Begley Brown was recommended to me about three years ago when life-changing circumstances forced me into having to make financial decisions suddenly and with no preparation. Chris and Mark took the time to meet with me, talk to me, and listen to me, before working out how to best help me. I am genuinely grateful for the support and reassurance they gave me at a difficult time, and the time they took to make sure I understood my options. I felt they genuinely had my family’s best interests are heart, and they have continued this ever since. I trust them to manage things for me day-to-day, and I know they are always available if I need to discuss anything or if anything is worrying me in between our regular review meetings. I would recommend Begley Brown to anyone.

Gillian Robertson

Senior Technical Writer

Approachable honest and reliable, for me the perfect financial advisors. In a volatile market I want to know that financial decisions made for me are well managed and I feel this with Begley Brown. I like to leave financial planning to experts and for them to guide me. This is what Begley Brown do and they do it very well.

Eddie McGuigan

Head of Microscopy Sales, Leica Microsystems

I am delighted to recommend Chris and the team at Begley Brown. As a busy SME business owner and father of 4, their core values resonated with me a lot. The experience of the investment team and clear understanding of my individual needs going forward made it clear that our interests were aligned and that they could make my investments work for me. Also their easy to use technology allows me to keep an eye on my money from my phone which is a huge benefit.

David Forsyth

Managing Director, Document Data Group