Existing Clients

If you are an existing customer and have investments or pensions through the Cofunds or Elevate platforms, you can view your portfolio and valuations online.

To access your portfolio on the Cofunds platform please click here.

First time users will need to click on 'Register'.

To access your portfolio on the Elevate platform please click here

If you do not have your Elevate login or password please call us on 01603 759784 and we will arrange for one to be issued to you.

Please read our Privacy Statement before submitting an enquiry form or email to us.

Hulbert West Independent Financial Advisers is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 452930

Registered in England and Wales, No. 04655959 Registered Office: George Smith House, Dereham Road, Honingham, Norwich, NR9 5AP