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
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.
The Financial Ombudsman Service is available to sort out any individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit