Churchgates Portal

Churchgates is a unique and powerful combination of accountants, solicitors, tax advisers, investment managers and financial planners, offering a wealth of expertise under one roof. By offering a comprehensive range of services, we deliver bespoke solutions considering all your financial and legal needs together, tailoring our services to your specific needs and aspirations. With the complimentary Churchgates app, you have 24/7 mobile access to your account portal, where you can: • Onboard as a new client and complete the necessary compliance checks. • View the personal details that Churchgates holds for you, ensuring we have your up-to-date information. • Access and approve documentation from your Accountant, Tax Advisor, Solicitor, Investment Manager, or Financial Planner at Churchgates. • Upload information required for any of your Churchgates services. • Upload important personal documentation, such as your will, insurance certificates, etc., as a secure storage solution. • Receive reminders of important deadlines and events. • Easily communicate with your contacts at Churchgates via messages through the portal. Each time any documentation is added to the portal or a message is sent to you, you will receive a push notification on your mobile device. To use this app, simply follow the login credentials sent to you by Churchgates.