DGS Personal Finance Portal - DGS Chartered Financial Planners

DGS Personal Finance Portal

The Personal Finance Portal or PFP is our online portal where you can view your portfolio, send and receive secure messages between your adviser and upload & store documents in a secure document vault among other features.


If you are an existing client, please use the following link to register / login.

Go to portal

If you are new to DGS please contact us to find out more about our services.

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For a free consultation to discuss your DGS Personal Finance Portal requirements together with any other financial needs

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"DGS have been incredibly supportive with regards to our businesses auto enrolmentrequirements and have been involved during the planning and execution stage. They provide a knowledgeable and personable service and work well with our HR team. I urge anyone with auto-enrolment  challenges to meet with DGS to ensure compliance and understanding."

Nina Marshall, Head of Human Resources, The Orchid Group, Hertfordshire

See what more of our clients say