Darcy Financial Planning Online Services headline image.

Feb 6, 2026

More about our online services

Written by Sally-Anne Rogers

Our simple, interactive app design has evolved across laptop and tablet views.

The SJP App is all about simple design and ease of use with mobile, laptop and tablet view giving you the choice on how and when you see your investments with us. With Online Services, there’s no need for multiple sign-in details, you just use your current app sign-in email and password to gain access. The following features help you keep track of your investments.

Current values

See the current values on all your investments, including encashment values. Get informed on how much and where your money is being invested with detailed fund breakdowns.

Performance

Helpful and interactive graphs allow you to track past and current performance on your investments. Get simple, clear values on all accounts you have with us.

Documents

Get all your correspondence instantly and securely to your document inbox, with the ability to update paperless preferences to just Online.

Ever-evolving features

Our Online Services will never stand still. We are busily working on new feature releases every single day. We’re planning:

Areas to update and change your personal details and settings.
A performance comparison tool, so you can compare your investments to a range of metrics.
Helpful news and insights from our experts.

Secure Messenger

Secure Messenger is a safe way to communicate and share documents with Gemma through our Online Services.

Safety and security first

It’s that simple.

As one of the largest advice-led wealth management firms in the UK, we strive to lead the way on digital safety and security. Peace of mind for you when it comes to your personal information. Just some of our safeguards include:

Multi-factor authentication.
Biometric sign-in.
End to end encryption.
A whole team of digital safety experts on your side.

…and we’ll be continually expanding our Online Services!

SJP Approved 06/02/2026

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