Client Portal


The client portal provides Medical Family Finance clients with a secure location to monitor all of your financial affairs simply and safely at any time convenient to you. You can also use the system to send protected messages to and share documents with your financial adviser.

To login, please click here

To obtain client login details, please contact Medical Family Finance on 020 7252 5765.

You can also download the Medical Family Finance client portal app which allows easy access to your financial affairs on your Apple or Android mobile device. The app can be downloaded now from your usual app store or by clicking here: 

Useful Documents

You may find these documents helpful:
Terms of Business
Guide to our Services
Guide to our Mortgage and Protection Services
Customer Privacy


If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY
Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Services website:

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (

The Financial Ombudsman Service Exchange Tower London E14 9SR
Tel: 0300 1239123 Email: Website: