Here on the Poole Group Website, there are two areas to log into.
If you currently have an Investment Portfolio with Poole & Parnters and have previously logged into our website, please click here. This will redirect you to the Investment Portofolio login. If you require more information about Investment Portfolio, please click one of the links below:
If you currently have a portfolio and have not been given access via the Internet. Please contact Kirk Jarrott, our Investment Services Partner via the online form
Registered User - Still Under Construction
This is where our clients can login to their own personalised area to access documents, files, forms and newsletters. Clients can also choose to use their secure area to send us files and documents in a safe and secure environment.. To access this area, please click here to log in.
If you have previously registered on our old website, you will be required to re-register. To re-register click 'Create Account' under 'Client Login' in the right pane.