My Portfolio

Please follow the link below to gain access to your Zurich Portfolio Account. 

Should you forget your login details, please contact us.

Useful Documents

Find documents reating to our advice process here.


The Exley Financial Services Blog will keep you up to date with developments relating to our services.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Exley Financial Planning is a trade name of Peter John Exley which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.